| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
5
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#280 in Large Blend
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 22.50 percent over the past year, 14.76 percent over the past three years, and 3.16 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 22.5% |
| 3 Years (Annualized) | 14.8% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Zacks All-Cap Core Fund has an expense ratio of 1.65 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
