| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#120 in Large Blend
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 16.62 percent over the past year, 12.54 percent over the past three years, 5.17 percent over the past five years, and 7.86 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 16.6% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 7.9% |
Summary
The investment seeks to approximate, before fund expenses, the aggregate price and dividend performance of the securities included in the S&P 500 Index. Under normal circumstances, the fund invests substantially all, but in no event less than 80%, of its net assets (plus any borrowings for investment purposes) in stocks included in the S&P 500 Index. The S&P 500 Index is made up of common stocks of 500 large, publicly traded companies.
Fees
Fees are Average compared to funds in the same category.
United Association S&P 500 Index Fund has an expense ratio of 0.39 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
