2 / 5 Stars
2 2 4 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 325 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 20.04 percent over the past year, 12.24 percent over the past three years, 14.99 percent over the past five years, and 5.36 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||5.4%|
The investment seeks long-term capital appreciation. The fund primarily invests in a diversified portfolio of value-oriented domestic equity securities of large cap companies which includes common stock, American Depositary Receipts, preferred stocks, warrants and rights. Under normal circumstances, it invests at least 80% of its net assets plus any borrowings for investment purposes in securities issued by large cap companies.
Fees are High compared to funds in the same category.
PNC Large Cap Value has an expense ratio of 2.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.