3 / 5 Stars
3 4 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#131 in Large Value
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 22.68 percent over the past year, 11.57 percent over the past three years, 23.17 percent over the past five years, and 7.33 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||7.3%|
The investment seeks to offer long-term capital growth with consistency derived from dividend yield. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities (common and preferred stock). It seeks to invest primarily in the common stocks of U.S. companies that the fund's subadvisers believe will pay dividends at above-market levels. The fund may exhibit greater sensitivity to certain economic factors (e.g., changing interest rates) than will the general stock market.
Fees are Low compared to funds in the same category.
Vantagepoint Equity Income Fund has an expense ratio of 0.82 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.