| Scorecard |
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5 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 328 Large Value 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 25.32 percent over the past year, 18.46 percent over the past three years, 6.95 percent over the past five years, and 8.48 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.5% |
| 1 Year | 25.3% |
| 3 Years (Annualized) | 18.5% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 8.5% |
Summary
The investment seeks a high level of current income with a secondary objective of growth of income and capital. Under normal market conditions, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. It can invest in companies of any size. The fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. It may invest up to 25% of its net assets in foreign investments.
