4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 325 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 17.98 percent over the past year, 12.59 percent over the past three years, and 18.72 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and current income. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of dividend-paying, large-capitalization issuers. The sub-adviser ("Sub-Adviser") defines large-capitalization companies as companies with market capitalizations that fall within the collective range of companies within the Russell 1000® Value Index at the time of purchase. The fund may invest in foreign securities, including companies located in countries with emerging securities markets.
Fees are High compared to funds in the same category.
ING Large Cap Value Fund has an expense ratio of 1.34 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.