| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#210 in Large Value
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.
Performance
The fund has returned 18.82 percent over the past year, 5.52 percent over the past three years, 1.50 percent over the past five years, and 5.14 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.3% |
| 1 Year | 18.8% |
| 3 Years (Annualized) | 5.5% |
| 5 Years (Annualized) | 1.5% |
| 10 Years (Annualized) | 5.1% |
Summary
The investment seeks to provide above-average and growing income while also achieving long-term growth of capital. The fund invests in a diversified portfolio comprised primarily of above-average dividend yielding, undervalued equity securities with dividend growth potential. It normally invests at least 80% of the fund's net assets in equity securities of companies that are paying dividends at the time of purchase. The fund invests in a variety of major market sectors in an attempt to control risk through diversification. It invests primarily in companies with market capitalizations of $1 billion or more.
Fees
Fees are Low compared to funds in the same category.
FBP Equity & Dividend Plus Fund has an expense ratio of 1.07 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
