Consulting Group Large Capitalization Value Equity

Class No Load (TLVUX)
Scorecard
3 / 5 Stars
Lipper
3 3 5 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#89 in Large Value

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.04 percent over the past year, 12.10 percent over the past three years, 21.60 percent over the past five years, and 6.06 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 23.0%
3 Years (Annualized) 12.1%
5 Years (Annualized) 21.6%
10 Years (Annualized) 6.1%

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Summary

The investment seeks total return, consisting of capital appreciation and dividend income. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. It defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Value Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market.

Fees

Fees are Low compared to funds in the same category.
Consulting Group Large Capitalization Value Equity has an expense ratio of 0.70 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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