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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.16 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.4% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long term capital growth. The fund invests, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in large capitalization equity securities economically tied to the U.S. It invests principally in common stocks of large capitalization U.S. companies but may also invest in common stocks of medium capitalization companies. The fund defines large capitalization stocks as stocks of those companies represented by the S&P 500® Index or within the capitalization range of the S&P 500® Index.
Fees
Fees are Above Average compared to funds in the same category.
Russell U.S. Large Cap Equity Fund has an expense ratio of 1.86 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
