2 / 5 Stars
4 5 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#100 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 18.23 percent over the past year, 14.12 percent over the past three years, and 17.20 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return (consisting of capital appreciation and income). To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowing for investment purposes, in equity securities. It seeks to focus on dividend paying stocks and other investments and investment techniques that provide income. In selecting securities, the fund's portfolio managers use a proprietary computer model to identify and rank stocks within an industry or sector, based on several characteristics. It may invest in stocks with either value or growth characteristics.
Fees are High compared to funds in the same category.
Dreyfus Equity Income Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.