4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 21.31 percent over the past year, 15.50 percent over the past three years, 18.32 percent over the past five years, and 8.67 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.1%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term growth of capital and income. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities. It invests in convertible debt securities in pursuit of both long-term growth of capital and income. The fund may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers.
Fees are Low compared to funds in the same category.
Nuveen Dividend Value Fund has an expense ratio of 0.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.