3 / 5 Stars
4 4 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#83 in Large Value
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 20.17 percent over the past year, 11.46 percent over the past three years, 3.45 percent over the past five years, and 7.95 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.5%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||7.9%|
The investment seeks long-term capital appreciation; dividend income may be a factor in portfolio selection but is secondary to the fund's principal objective. The fund invests primarily in common stocks of U.S. companies that the fund's sub-adviser believes are undervalued by the marketplace. The Sub-Adviser may invest in companies with any market capitalization, but will emphasize primarily large capitalization companies. Disciplined portfolio construction techniques are used to manage risk and ensure diversification through investments in a number of different industries and companies.
Fees are Low compared to funds in the same category.
ALPS/WMC Disciplined Value Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.