3 / 5 Stars
2 2 4 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#153 in Large Value
U.S. News evaluated 321 Large Value 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 30.33 percent over the past year, 15.04 percent over the past three years, and 17.59 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||27.9%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund strives to reach its investment objective under normal market and economic conditions by investing, under normal circumstances, at least 80% of net assets in the equity securities of a diversified group of large company stocks with a market capitalization of more than $4.5 billion at the time of purchase. These companies may be headquartered in the U.S. or in foreign countries. Generally, the fund will invest in 75 to 125 stocks at any given time.
Fees are High compared to funds in the same category.
Advance Capital I Core Equity Fund has an expense ratio of 1.04 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.