Great Lakes Large Cap Value Fund

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.

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Performance

The fund has returned 22.64 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.9%
1 Year 22.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by large-capitalization ("large cap") companies, including common and preferred stocks and convertible securities. The adviser considers a company to be a large cap company if it has a market capitalization, at the time of purchase, over $2 billion. It typically invests in a portfolio of 35 to 55 companies. The fund may also invest up to 20% of its total assets in securities denominated in foreign currencies.

Fees

Fees are Low compared to funds in the same category.
Great Lakes Large Cap Value Fund has an expense ratio of 0.85 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Large Value Funds

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