| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
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 16.63 percent over the past year, 12.42 percent over the past three years, 5.40 percent over the past five years, and 8.34 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 16.6% |
| 3 Years (Annualized) | 12.4% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 8.3% |
Summary
The investment seeks to offer long-term capital growth by approximating the performance of the Wilshire 5000 Total Market Index. The fund invests normally at least 90% of its net assets in equity issues included in the Wilshire 5000 Total Market Index, selected and weighted to seek to result in investment characteristics comparable to those of that index and performance that correlates with the performance of that index. It follows an indexed or "passively managed" approach to investing.
