Snow Capital Dividend Plus Fund

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.

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Performance

The fund has returned 27.88 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 10.2%
1 Year 27.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital and income. The fund's principal investment strategy is to invest in a diversified portfolio of equities, bonds, preferred stock, and options. Under normal market conditions, it will invest at least 80% of its net assets in equity securities that pay a dividend and are within the market capitalization range of the Russell 1000 Value Index. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Snow Capital Dividend Plus Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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