3 / 5 Stars
4 3 5 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#41 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 13.57 percent over the past year, 15.51 percent over the past three years, 20.39 percent over the past five years, and 5.49 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.7%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||5.5%|
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 are Low compared to funds in the same category.
Payden Equity Income Fund has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.