3 / 5 Stars
4 4 4 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#27 in Large Value
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 30.96 percent over the past year, 18.66 percent over the past three years, 14.26 percent over the past five years, and 7.02 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.6%|
|3 Years (Annualized)||18.7%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital appreciation and income. The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios and higher-than-average dividend yields. The advisor selects stocks of primarily large and mid-size companies by using quantitative models to identify stocks that the advisor believes are trading at prices below the fundamental value of the underlying companies.
Fees are Low compared to funds in the same category.
Vanguard U.S. Value Fund has an expense ratio of 0.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.