3 / 5 Stars
5 2 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#137 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 39.95 percent over the past year, 13.72 percent over the past three years, 33.05 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.0%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||33.0%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation. The fund invests in a portfolio of stocks across the capitalization spectrum that are considered by the advisor to be undervalued. At the advisor's discretion, the portfolio may, at times, be relatively concentrated. Undervalued stocks are generally those that are out of favor with investors and currently trading at prices that the advisor feels are below what the stocks are worth compared with potential earnings, asset values, and/or dividends. These stocks may or may not pay dividends.
Fees are Average compared to funds in the same category.
Vanguard Capital Value Fund has an expense ratio of 0.41 percent.
Risk is High compared to funds in the same category according to Morningstar.