| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#192 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.
Performance
The fund has returned 16.46 percent over the past year, and 9.97 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.1% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund primarily invests in the common stocks of large-sized companies whose stock prices the portfolio managers believe to be undervalued. It invests, under normal circumstances, at least 80% of its net assets in equity securities of companies having, at the time of purchase, market capitalizations equal to or greater than the median market capitalization of companies included in the Russell 1000® Value Index. The fund may invest, under normal circumstances, up to 20% of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.
Fees
Fees are Low compared to funds in the same category.
Perkins Large Cap Value Fund has an expense ratio of 1.13 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
