3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 329 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 21.16 percent over the past year, 14.50 percent over the past three years, and 20.29 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.1%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and current income. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of dividend-paying, large-capitalization issuers. The 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, when the Sub-Adviser believes they present attractive investment opportunities.
Fees are Low compared to funds in the same category.
ING Large Cap Value Portfolio has an expense ratio of 0.66 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.