| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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.
Performance
The fund has returned 30.53 percent over the past year, 18.79 percent over the past three years, and 5.85 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.4% |
| 1 Year | 30.5% |
| 3 Years (Annualized) | 18.8% |
| 5 Years (Annualized) | 5.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term capital appreciation. The fund invests in domestic stocks that span the capitalization of the overall market based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers. It does this by using quantitative models to evaluate all of the securities in the fund's benchmark, the Russell 3000 Index, while maintaining a risk profile similar to that of the index.
Fees
Fees are Below Average compared to funds in the same category.
Vanguard Structured Broad Market Fund has an expense ratio of 0.24 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
