4 / 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 23.29 percent over the past year, 16.80 percent over the past three years, 19.43 percent over the past five years, and 7.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.7%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||7.7%|
The investment seeks capital growth and income. The fund primarily invests in equity securities, including common stocks, preferred stocks, and securities convertible into common and preferred stocks. Additionally, it may invest up to 15% of its assets in real estate investment trusts. The Portfolio emphasizes a value style of investing, seeking well-established, undervalued companies that the sub-adviser ("Sub-Adviser") believes offer the potential for capital growth and income. It may invest up to 25% of its assets in securities of foreign issuers.
Fees are Low compared to funds in the same category.
VY Invesco Comstock Portfolio has an expense ratio of 0.74 percent.
Risk is Average compared to funds in the same category according to Morningstar.