3 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 13.98 percent over the past year, and 13.59 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.7%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests in publicly-traded equity securities using a disciplined, risk-controlled investment process. It remains a part of the Epiphany fund trust. The fund normally invests at least 80% of the fund's assets in large cap equity securities, which the Sub-Adviser defines as companies having a market capitalization of over $5 billion at the time of purchase. Its portfolio is designed to resemble the broad market, add value above market returns through superior stock selection, yet exhibit lower volatility than the market.
Fees are Low compared to funds in the same category.
Dana Large Cap Core Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.