2 / 5 Stars
2 2 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#341 in Large Blend
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.
The fund has returned 15.68 percent over the past year, 11.67 percent over the past three years, 4.28 percent over the past five years, and 7.12 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.3%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||4.3%|
|10 Years (Annualized)||7.1%|
The investment seeks to provide investment results that correspond as closely as practicable, before fees and expenses, to the total return of the broad range of stocks represented in the Standard & Poor's 500® Index. The fund presently invests all of its assets in the Master Portfolio, which is a series of Master Investment Portfolio, an open-end, management investment company. The Master Portfolio seeks to replicate the total return performance of the S&P 500® Index, which is composed of 500 selected common stocks, most of which are listed on the New York Stock Exchange.
Fees are Above Average compared to funds in the same category.
Sterling Capital Equity Index Fund has an expense ratio of 1.12 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.