1 / 5 Stars
5 5 1 2 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 481 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 18.86 percent over the past year, and 9.39 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and current income. The fund will invest at least 80% of its net assets (including any borrowings for investment purpose) in dividend-paying equity securities of foreign and domestic companies. Up to 20% of the fund's net assets may be invested in non-dividend paying equities, domestic and foreign fixed income securities, exchange-traded funds, exchange-traded notes, and/or in option strategies to enhance its returns or to mitigate risk and volatility. It may invest without limitation in securities of foreign issuers, and up to 50% of its net assets in the securities of issuers located in emerging markets.
Fees are Above Average compared to funds in the same category.
WBI Absolute Return Dividend Growth Fund has an expense ratio of 1.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.