5 / 5 Stars
5 5 5 1 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Large Blend
U.S. News evaluated 485 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.41 percent over the past year, 22.28 percent over the past three years, and 18.26 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.0%|
|3 Years (Annualized)||22.3%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. It considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. The fund's portfolio is built around high quality companies whose businesses have strong competitive advantages that the adviser believes can be sustained for the long term. The adviser maintains a sell discipline that is designed to manage overall portfolio risk by protecting against significant downside exposure of each security.
Fees are Above Average compared to funds in the same category.
Smead Value Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.