4 / 5 Stars
4 4 4 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Large Value
U.S. News evaluated 330 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 25.57 percent over the past year, 18.41 percent over the past three years, 20.01 percent over the past five years, and 7.35 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.4%|
|3 Years (Annualized)||18.4%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||7.3%|
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. The advisor selects stocks of primarily large and mid-size companies by using quantitative models to identify stocks that the advisor believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers.
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.