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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 328 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 36.79 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.5% |
| 1 Year | 36.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital growth and current income. The fund will, under normal circumstances, invest at least 80% of its net assets in equity securities. It invests mainly in common stocks of midsize and large U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are those that the portfolio managers believe are currently undervalued by the market. The fund invests mainly in midsize and large companies, which are of a size similar to those in the Russell 1000 Value Index.
Fees
Fees are Below Average compared to funds in the same category.
Great-West Putnam Equity Income Fund has an expense ratio of 1.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
