2 / 5 Stars
2 1 5 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 313 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 18.68 percent over the past year, 14.63 percent over the past three years, and 11.73 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||19.2%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and high-current income. The fund invests, under normal market conditions, at least 80% of its assets in equity securities without regard to market capitalization. For purposes of the fund, equity securities include common stock, depositary receipts, and real estate investment trusts ("REITs"). 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.
Fees are Low compared to funds in the same category.
Touchstone Premium Yield Equity Fund has an expense ratio of 0.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.