1 / 5 Stars
1 1 3 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#222 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 17.73 percent over the past year, 7.10 percent over the past three years, 16.09 percent over the past five years, and 3.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.7%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||3.0%|
The investment seeks to provide above-average and growing income while also achieving long-term growth of capital. The fund seeks to achieve its objective by investing in a diversified portfolio comprised primarily of above-average dividend yielding, undervalued equity securities with dividend growth potential. Under normal circumstances, at least 80% of its net assets (including the amount of any borrowings for investment purposes) will be invested in equity securities of companies that are paying dividends at the time of purchase. The fund will invest primarily in companies with market capitalizations of $1 billion or more.
Fees are High compared to funds in the same category.
FBP Equity & Dividend Plus Fund has an expense ratio of 1.07 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.