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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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 18.21 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.4% |
| 1 Year | 18.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to outperform the S&P 500® Index over a market cycle while reducing overall volatility. The fund normally invests at least 80% of its net assets in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund's investment adviser attempts to lower the fund's market risk by investing in U.S. equity securities that lower the overall volatility of the fund's portfolio as compared to the S&P 500® Index.
Fees
Fees are Above Average compared to funds in the same category.
Summit Global Investments U.S. Low Volatility Equity Fund has an expense ratio of 0.98 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
