| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#36 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.
Performance
The fund has returned 17.82 percent over the past year, 12.89 percent over the past three years, and 6.62 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 17.8% |
| 3 Years (Annualized) | 12.9% |
| 5 Years (Annualized) | 6.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1) changing the relative weighting in the fund's portfolio of growth versus value style securities in the index (style tilt) and 2) utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the fund's socially responsible investment policies. It invests at least 80% of its assets in the securities of companies included in the fund's benchmark.
Fees
Fees are Average compared to funds in the same category.
Steward Large Cap Enhanced Index Fund has an expense ratio of 0.56 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
