1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 481 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 18.78 percent over the past year, 12.93 percent over the past three years, and 15.33 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of its net assets in equity and/or equity-related instruments of US companies. It will generally invest in equity securities of large and mid capitalization companies but is permitted to invest up to 15% of its net assets in small capitalization companies. In addition, up to 20% of the fund's net assets may be invested in securities of foreign companies in developed countries, including long and short positions in foreign equity securities and securities with equity-like characteristics.
Fees are Above Average compared to funds in the same category.
UBS U.S. Defensive Equity Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.