2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#174 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 18.36 percent over the past year, 10.90 percent over the past three years, 13.13 percent over the past five years, and 5.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.6%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||5.0%|
The investment seeks capital growth and income. The fund invests primarily in common stocks of United States companies. Most, but not all, of its common stock investments pay dividends. Typically, it invests in well-established mid- to large-capitalization companies (market capitalizations of $3 billion or more) having an operating history of ten or more years. The fund's investment adviser favors "value" stocks and shuns stocks where the price reflects a premium because of their popularity.
Fees are Low compared to funds in the same category.
Primary Trend Fund has an expense ratio of 1.99 percent.
Risk is Low compared to funds in the same category according to Morningstar.