3 / 5 Stars
3 3 5 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#118 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.
The fund has returned 20.62 percent over the past year, 15.44 percent over the past three years, 4.69 percent over the past five years, and 6.90 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||16.9%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||6.9%|
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 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 Value Leaders Fund has an expense ratio of 0.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.