5 / 5 Stars
5 5 4 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#52 in Large Blend
U.S. News evaluated 486 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 24.96 percent over the past year, 16.58 percent over the past three years, and 20.70 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||N/A|
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 are Below Average compared to funds in the same category.
Vanguard Structured Broad Market Fund has an expense ratio of 0.17 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.