| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
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 17.96 percent over the past year, 14.58 percent over the past three years, and 5.97 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.4% |
| 1 Year | 18.0% |
| 3 Years (Annualized) | 14.6% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return from income and capital appreciation. The fund normally invests in stocks that provide a dividend yield that is generally greater than the average yield for each stock's representative Global Industry Classification Standard ("GICS") sector and provide exposure across major sectors of the domestic equity market, as defined by GICS. It normally invests at least 80% of net assets plus borrowings in equity securities. The fund may invest up to 20% of assets in various other instruments, including, but not limited to, American Depositary Receipts, preferred stocks, bonds and index futures contracts and index options.
Fees
Fees are Low compared to funds in the same category.
HighMark Equity Income has an expense ratio of 0.88 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
