2 / 5 Stars
2 2 2 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#195 in Large Value
U.S. News evaluated 325 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 25.39 percent over the past year, 9.70 percent over the past three years, 18.63 percent over the past five years, and 5.99 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital appreciation. The fund typically invests 80% or more of its net assets in equity securities of U.S. companies. It invests primarily in U.S. common stocks of large-cap companies (defined by the Adviser as stocks with a market capitalization of at least $5 billion) and of mid-cap companies (defined by the Adviser as stocks with a market capitalization of at least $2 billion, but no more than $5 billion) that the Adviser believes are attractively valued relative to their growth potential, or undervalued in the market.
Fees are High compared to funds in the same category.
CornerCap Large/Mid-Cap Value Fund has an expense ratio of 1.20 percent.
Risk is High compared to funds in the same category according to Morningstar.