2 / 5 Stars
3 3 4 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#137 in Large Value
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 28.88 percent over the past year, 13.64 percent over the past three years, 22.87 percent over the past five years, and 4.20 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||4.2%|
The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in the securities of large capitalization companies. The sub-advisor considers "large capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000® Index. The fund invests primarily in common stocks of value-oriented companies. It may invest up to 15% of its total assets in American Depositary Receipts ("ADRs") of foreign companies.
Fees are Low compared to funds in the same category.
GuideMark SM Large Cap Value Fund has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.