3 / 5 Stars
3 2 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#221 in Large Blend
U.S. News evaluated 496 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 39.40 percent over the past year, 15.90 percent over the past three years, and 5.13 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||19.4%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. and foreign large cap companies of a size similar to those in either the S&P 500© Index or the Russell 1000© Index. The Russell 1000 Index was composed of companies having market capitalizations of between $124 million and $559 billion, while the S&P 500 was composed of companies having market capitalizations of between $1.21 billion and $559 billion. It may also invest in small- and mid-cap companies, convertible securities, preferred stocks, and other investment companies (including exchange traded funds).
Fees are High compared to funds in the same category.
Toreador Core Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.