4 / 5 Stars
5 5 3 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Large Value
U.S. News evaluated 330 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 28.45 percent over the past year, 19.43 percent over the past three years, 20.59 percent over the past five years, and 8.52 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||19.4%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion or more at the time of purchase.
Fees are Low compared to funds in the same category.
LSV Value Equity Fund has an expense ratio of 0.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.