4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#20 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 36.51 percent over the past year, 16.25 percent over the past three years, 5.48 percent over the past five years, and 8.37 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||17.5%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation; income is a secondary objective. In taking a value approach to investment selection, the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in securities of large-cap companies the portfolio manager regards as undervalued. It defines a large-cap company as having a market capitalization that is either (i) larger than the current median market capitalization of companies in the Russell 1000 Value Index or (ii) larger than the three year average median market capitalization of companies in the index as of December 31 of the three preceding years.
Fees are Below Average compared to funds in the same category.
T. Rowe Price Institutional Large Cap Value Fund has an expense ratio of 0.56 percent.
Risk is Average compared to funds in the same category according to Morningstar.