3 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 20.51 percent over the past year, 12.32 percent over the past three years, 22.83 percent over the past five years, and 6.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||7.0%|
The investment seeks substantial dividend income as well as long-term growth of capital. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks, with 65% in the common stocks of well-established companies paying above-average dividends. Investments in a company may also be made through a privately negotiated note or loan, including loan participations and assignments. The Portfolio may also invest in U.S. and foreign dollar-denominated money market securities and U.S. dollar and non-U.S. dollar currencies.
Fees are Low compared to funds in the same category.
ING Investors Trust T. Rowe Price Equity Income Portfolio has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.