3 / 5 Stars
5 3 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 330 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 20.86 percent over the past year, 14.46 percent over the past three years, 17.16 percent over the past five years, and 12.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||12.0%|
The investment seeks current income and long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities of U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in equity securities. The fund invests primarily in income-producing securities, targeting an investment in such securities of at least 65% of its total assets. It seeks current income and capital growth from investments in a wide range of industries.
Fees are Low compared to funds in the same category.
AllianceBernstein Equity Income Fund has an expense ratio of 0.77 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.