Dana Large Cap Equity Fund

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 25.49 percent over the past year, and 12.87 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 25.5%
3 Years (Annualized) 12.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80% of the fund's net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over $5 billion at the time of purchase. While the fund selects stocks from the 700 largest companies, it may also invest a portion of its assets in equity securities of companies of any size, including what are commonly referred to as small-cap and mid-cap companies.

Fees

Fees are Low compared to funds in the same category.
Dana Large Cap Equity Fund has an expense ratio of 0.73 percent.

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Risk

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

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See Also:

Top Dana Investment Funds