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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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 33.77 percent over the past year, 13.83 percent over the past three years, 5.27 percent over the past five years, and 7.17 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.9% |
| 1 Year | 33.8% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | 5.3% |
| 10 Years (Annualized) | 7.2% |
Summary
The investment seeks to provide capital appreciation. The fund invests in the common stocks of primarily large cap companies that the manager believes are undervalued, trading at a significant discount relative to the intrinsic value of the company and/or is out of favor in the financial markets but have a favorable outlook for capital appreciation. Although the fund primarily invests in securities issued by large cap companies (typically, companies with market capitalizations of at least $10 billion at the time of acquisition), it may invest in securities issued by companies of any size.
