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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#287 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 25.87 percent over the past year, 10.72 percent over the past three years, 18.73 percent over the past five years, and 4.66 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||4.7%|
The investment seeks capital growth, current income or both, primarily through investment in stocks. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase. It primarily invests in domestically traded U.S. common stocks, U.S. traded equity stocks of foreign companies (including stocks of issuers located in emerging markets), and American Depositary Receipts ("ADRs").
Fees are Above Average compared to funds in the same category.
Sterling Capital Large Cap Value Diversified Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.