1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#312 in Large Blend
U.S. News evaluated 487 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 20.84 percent over the past year, 10.45 percent over the past three years, 17.48 percent over the past five years, and 5.66 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||5.7%|
The investment seeks to provide capital appreciation with a secondary objective of current income. The fund focuses on the large cap value segment of the U.S. equity market. It invests at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The fund's managers consider a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. To earn current income, it will invest in the equity securities of companies that have a proven history of paying consistent dividends. The fund may also invest in MLPs.
Fees are Above Average compared to funds in the same category.
Spirit of America Large Cap Value Fund has an expense ratio of 1.86 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.