3 / 5 Stars
3 3 4 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#132 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 21.05 percent over the past year, 14.69 percent over the past three years, 16.12 percent over the past five years, and 8.05 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.0%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||8.1%|
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large-cap companies. The portfolio managers seek to identify companies they believe are undervalued compared to their perceived worth (value companies). Value companies tend to have stock prices that are low relative to their earnings, dividends, assets, or other financial measures. The fund defines a large-cap company as one having a market capitalization of $5 billion or more at the time of acquisition. It may invest in foreign securities (directly and through depositary receipts).
Fees are Low compared to funds in the same category.
ASTON/Cornerstone Large Cap Value Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.