2 / 5 Stars
2 2 4 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#168 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 16.26 percent over the past year, 10.26 percent over the past three years, 1.85 percent over the past five years, and 7.07 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.1%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||1.8%|
|10 Years (Annualized)||7.1%|
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. It defines a large cap company as one whose market capitalization at the time of purchase is greater than $3 billion. In buying and selling securities for the fund, PNC Capital Advisors, LLC (the "Adviser") uses a value-oriented approach. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in securities issued by large cap companies.
Fees are Low compared to funds in the same category.
PNC Large Cap Value has an expense ratio of 1.18 percent.
Risk is Average compared to funds in the same category according to Morningstar.