4 / 5 Stars
3 3 5 4 1
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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 28.58 percent over the past year, 13.94 percent over the past three years, and 24.09 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of U.S. corporations and in shares of other U.S. equity funds. It allocates assets among underlying funds to achieve portfolio characteristics similar to those of the Dow Jones U.S. Total Stock Market IndexSM. The fund invests indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities. It allocates assets among underlying funds to attempt to diversify its portfolio in terms of market capitalization and investment style. The fund invests in domestic and foreign issuers.
Fees are Average compared to funds in the same category.
Strategic Advisers® US Opportunity Fund has an expense ratio of 0.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.