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 21.71 percent over the past year, 15.35 percent over the past three years, 17.73 percent over the past five years, and 8.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.9%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term growth of capital and income. Under normal market conditions, the Portfolio invests primarily in what the fund's managers believe to be income-producing equity securities, including common stocks and convertible securities; although investments are also made in non-convertible preferred stocks and debt instruments rated "investment-grade," which are securities rated within the four highest grades assigned by Standard & Poor's Ratings Services or by Moody's Investors Service, Inc. It may invest up to 15% of its total assets in real estate investment trusts and up to 25% of its total assets in securities of foreign issuers.
Fees are Low compared to funds in the same category.
VY Invesco Growth and Income Portfolio has an expense ratio of 0.88 percent.
Risk is Average compared to funds in the same category according to Morningstar.