2 / 5 Stars
3 3 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#271 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 27.35 percent over the past year, 13.42 percent over the past three years, 24.05 percent over the past five years, and 3.09 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||3.1%|
The investment seeks a high level of long-term capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of large-capitalization companies that at the time of purchase fall within the capitalization ranges of companies in the S&P 500 Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).
Fees are Above Average compared to funds in the same category.
Thompson LargeCap Fund has an expense ratio of 1.21 percent.
Risk is High compared to funds in the same category according to Morningstar.