| Scorecard |
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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
C
(Hold)
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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.
Performance
The fund has returned 20.06 percent over the past year, 12.29 percent over the past three years, 5.41 percent over the past five years, and 10.02 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.2% |
| 1 Year | 20.1% |
| 3 Years (Annualized) | 12.3% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 10.0% |
Summary
The investment seeks to provide shareholders with long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in the common stock of "value" companies with large market capitalizations ($4 billion or more) at the time of purchase by the fund. It can invest in any economic sector and, at times, it may emphasize one or more particular sectors.
