4 / 5 Stars
5 5 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#15 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 22.19 percent over the past year, 15.85 percent over the past three years, and 19.59 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests predominantly in large-capitalization domestic stocks 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. The advisor does this by using quantitative models to evaluate all of the securities in the fund's benchmark, the Standard & Poor's 500 Index, while maintaining a risk profile similar to that of the index. The fund invests at least 80% of its assets in large-cap equity securities.
Fees are Below Average compared to funds in the same category.
Vanguard Structured Large Cap Equity Fund has an expense ratio of 0.17 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.