3 / 5 Stars
3 3 5 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#70 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 22.71 percent over the past year, 14.82 percent over the past three years, 17.71 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.6%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||6.9%|
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 are Low compared to funds in the same category.
Consulting Group Large Capitalization Value Equity has an expense ratio of 0.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.