3 / 5 Stars
4 4 5 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 326 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 20.70 percent over the past year, 12.38 percent over the past three years, 22.97 percent over the past five years, and 6.96 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||7.0%|
The investment seeks substantial dividend income and also long-term capital appreciation. The fund invests at least 80% of its net assets in common stocks, with 65% in the common stocks of well-established companies paying above-average dividends. It emphasizes companies that appear to be undervalued by various measures with favorable prospects for increasing dividend income and capital appreciation. The fund may invest up to 25% of its total assets in foreign securities. It may also invest in fixed income securities without regard to quality, maturity, or rating, including up to 10% of its total assets in non-investment grade fixed income securities.
Fees are Low compared to funds in the same category.
Great-West T. Rowe Price Equity Income Fund has an expense ratio of 0.82 percent.
Risk is Average compared to funds in the same category according to Morningstar.