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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | N/A |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return gained from the combination of dividend yield, growth of dividends and capital appreciation. The fund's sub-adviser deploys an active strategy that seeks large and middle capitalization U.S.-listed stocks, including American Depositary Receipts ("ADRs"), which make up a portfolio that generally exhibits the following value characteristics: price/earnings and price/book ratios at or below the Standard & Poor's 500® Index ("S&P 500 Index") and dividend yields at or above the market. The fund's portfolio will generally consist of 35 to 45 stocks with position sizes of 1% to 5% (8% maximum position weighting).
