4 / 5 Stars
5 5 5 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#3 in Large Value
U.S. News evaluated 325 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 24.42 percent over the past year, 15.30 percent over the past three years, and 19.60 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and dividend income. The fund invests at least 80% of its net assets in a broadly diversified portfolio of equity securities in large capitalization U.S. companies, including foreign issuers that are traded in the U.S. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the S&P 500® Index.
Fees are Below Average compared to funds in the same category.
Northern Enhanced Large Cap Fund has an expense ratio of 0.62 percent.
Risk is Average compared to funds in the same category according to Morningstar.