| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
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 16.25 percent over the past year, 10.89 percent over the past three years, 1.36 percent over the past five years, and 4.01 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.9% |
| 1 Year | 16.2% |
| 3 Years (Annualized) | 10.9% |
| 5 Years (Annualized) | 1.4% |
| 10 Years (Annualized) | 4.0% |
Summary
The investment seeks long-term growth of capital. Two different investment sub-advisers, Bridgeway and Westwood, select investments for the fund. Bridgeway and Westwood each manage approximately one-half of the fund's portfolio. Bridgeway invests at least 80% of its portion of the fund's net assets in stocks from among those in the large-cap growth category at the time of purchase. Westwood invests at least 80% of its portion of the fund in common stocks of large capitalization companies, including foreign companies.
Fees
Fees are Above Average compared to funds in the same category.
State Farm Equity Fund has an expense ratio of 1.58 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
