2 / 5 Stars
4 4 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#78 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 25.34 percent over the past year, 11.92 percent over the past three years, 4.06 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.2%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||8.3%|
The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a target universe consisting of common stocks of large and mid cap U.S. companies traded on a principal U.S. exchange or on the over-the-counter market in the United States that the Sub-Adviser believes are "value" stocks at the time of purchase. It will invest at least 80% of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.
Fees are Low compared to funds in the same category.
SA U.S. Value Fund has an expense ratio of 1.05 percent.
Risk is High compared to funds in the same category according to Morningstar.