2 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 313 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 25.67 percent over the past year, and 14.92 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.6%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Dana Large Cap Equity Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.