3 / 5 Stars
4 4 4 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#119 in Large Value
U.S. News evaluated 321 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 30.72 percent over the past year, 16.24 percent over the past three years, 18.47 percent over the past five years, and 8.00 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||28.3%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||8.0%|
The investment seeks to offer long-term capital growth with consistency derived from dividend yield. The fund invests normally 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. It may invest across companies of all sizes but generally focuses on larger capitalization companies, which tend to have stable long-term earnings and dividend-paying records.
Fees are Below Average 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.