| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
U.S. News evaluated 328 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 32.77 percent over the past year, 16.84 percent over the past three years, and 5.36 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.8% |
| 1 Year | 32.8% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in U.S. common stocks from the universe of the Russell 1000® Value Index, utilizing INTECH's mathematical investment process. The index is an unmanaged index that measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. It pursues its investment objective by applying a mathematical investment process to construct an investment portfolio from the universe of common stocks within its named benchmark index.
Fees
Fees are Below Average compared to funds in the same category.
INTECH U.S. Value Fund has an expense ratio of 0.67 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
