Payden Equity Income Fund

Scorecard
3 / 5 Stars
Lipper
4 3 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#21 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.

See all Paydenfunds funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 21.11 percent over the past year, 17.17 percent over the past three years, 18.72 percent over the past five years, and 6.17 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 12.5%
1 Year 21.1%
3 Years (Annualized) 17.2%
5 Years (Annualized) 18.7%
10 Years (Annualized) 6.2%

See more PYVLX performance

Summary

The investment seeks growth of capital and some current income. The fund invests primarily in large capitalization value stocks, defined as stocks with above average dividend yields and large market capitalizations, and other income producing equity securities, including by way of example, exchange-traded common and preferred stocks, real estate investment trusts and master limited partnerships. It invests principally in U.S. securities, but may invest up to 30% of its total assets in foreign securities, including companies organized or headquartered in emerging markets. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Payden Equity Income Fund has an expense ratio of 0.80 percent.

See more PYVLX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more PYVLX risk

Large Value Funds

Highest Returns (10-year)

See More Funds