4 / 5 Stars
5 1 5 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#103 in Large Value
U.S. News evaluated 328 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 14.62 percent over the past year, 12.25 percent over the past three years, and 5.94 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.5%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of companies, with market capitalizations at the time of purchase above approximately $500 million, that are trading at attractive prices and that appear to have limited downside price risk over the long-term. Equity securities in which the fund may invest include common stocks and common stock equivalents, preferred stocks, shares of equity real estate investment trusts ("REITs"), and shares of other investment companies, including open-end and closed-end funds and exchange-traded funds ("ETFs") whose portfolios primarily consist of equity securities.
Fees are Average compared to funds in the same category.
Symons Value Institutional Fund has an expense ratio of 1.46 percent.
Risk is Low compared to funds in the same category according to Morningstar.