2 / 5 Stars
3 2 5 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#109 in Large Value
U.S. News evaluated 326 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 15.73 percent over the past year, 12.77 percent over the past three years, and 19.12 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and high-current income. The fund invests at least 80% of its assets in equity securities without regard to market capitalization. It focuses on dividend-paying equity securities of U.S. companies and foreign companies that the sub-advisor believes possess attractive long-term return potential, primarily due to lower than average valuations and an improving business outlook. The sub-advisor also employs certain social and environmental screens. The fund may invest up to 40% of its assets in both sponsored and unsponsored ADRs and other foreign receipts, including emerging market securities.
Fees are Low compared to funds in the same category.
Touchstone Premium Yield Equity Fund has an expense ratio of 1.20 percent.
Risk is Low compared to funds in the same category according to Morningstar.