4 / 5 Stars
4 4 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 26.11 percent over the past year, 14.74 percent over the past three years, 22.83 percent over the past five years, and 5.72 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||5.7%|
The investment seeks to provide investors with long-term capital growth. The fund normally invests in equity securities of large and mid cap companies (generally, companies with market capitalizations of approximately $2.5 billion or above) that the fund's sub-advisor, believes are undervalued. Equity securities include common and preferred stocks.
Fees are Low compared to funds in the same category.
Touchstone Value Fund has an expense ratio of 0.77 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.