4 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#7 in Large Value
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 29.22 percent over the past year, 17.01 percent over the past three years, 23.69 percent over the past five years, and 8.15 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.5%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||23.7%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The Adviser focuses on medium to large U.S. companies (i.e., those with market capitalizations of$1 billion or more at the time of purchase) whose securities, in the Adviser's opinion, are out-of-favor (undervalued) in the marketplace at the time of purchase and have potential for near-term appreciation. The fund may also invest, to a lesser extent, in common stocks of such undervalued companies with small market capitalizations (between $500 million and $1 billion).
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.