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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 20.08 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.7% |
| 1 Year | 20.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide above average dividend yields with the potential for long-term capital appreciation. The fund seeks to achieve its investment objective under normal market conditions by investing, directly and indirectly (e.g., through investments in derivatives or other pooled investment vehicles), at least 80% of its net assets, plus any borrowings for investment purposes, in equity investments that pay or expect to pay dividends. The term "equity investments" refers to direct and indirect investments in common stocks, preferred stocks and convertible securities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Highland Dividend Equity Fund has an expense ratio of 2.90 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
