5 / 5 Stars
5 5 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Large Value
U.S. News evaluated 325 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 18.49 percent over the past year, 15.43 percent over the past three years, 19.07 percent over the past five years, and 8.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||8.0%|
The investment seeks to provide an above-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to other stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.
Fees are Low compared to funds in the same category.
Vanguard Equity Income Fund has an expense ratio of 0.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.