| Scorecard |
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4 / 5 Stars
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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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 25.83 percent over the past year, 15.11 percent over the past three years, 6.47 percent over the past five years, and 7.67 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.7% |
| 1 Year | 25.8% |
| 3 Years (Annualized) | 15.1% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) | 7.7% |
Summary
The investment seeks to provide a growing stream of income over time; the secondary objective is to seek to provide long-term capital appreciation and current income. The fund invests primarily in the stocks of companies of any size, from larger, well-established companies, which are preferred by the Adviser, to smaller companies. It normally invests at least80% of its net assets in dividend paying equity securities. The fund may invest up to 25% of its net assets in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges, including American Depositary Receipts ("ADRs").
Fees
Fees are High compared to funds in the same category.
Westwood Dividend Growth Fund has an expense ratio of 0.97 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
