3 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 22.73 percent over the past year, 13.88 percent over the past three years, and 16.27 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.0%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation, income is a secondary consideration. The fund invests primarily in equity securities of companies of any nation that the Sub-Adviser believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). Following this value-oriented strategy, it normally invests in undervalued securities (securities trading at a discount to their intrinsic value). The fund may invest significantly (up to 35% of its assets) in foreign securities. It may also invest in other investment companies, including exchange-traded funds.
Fees are Low compared to funds in the same category.
VY Franklin Mutual Shares Portfolio has an expense ratio of 0.78 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.