2 / 5 Stars
2 2 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#223 in Large Blend
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 21.27 percent over the past year, 12.86 percent over the past three years, and 16.16 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; income is a secondary objective. The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. Under normal circumstances, the fund invests primarily in equity securities of U.S. issuers. It also may invest in equity securities of Canadian issuers and American Depository Receipts.
Fees are Above Average compared to funds in the same category.
Zacks All-Cap Core Fund has an expense ratio of 1.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.