Westwood LargeCap Value Fund

Class Inst (WHGLX)
Scorecard
2 / 5 Stars
Lipper
2 2 4 3 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

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.

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Performance

The fund has returned 20.72 percent over the past year, 14.50 percent over the past three years, and 16.04 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.4%
1 Year 20.7%
3 Years (Annualized) 14.5%
5 Years (Annualized) 16.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks and other equity securities of large capitalization companies that have market capitalizations of greater than $5 billion at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, real estate investment trusts, royalty trusts, and master limited partnerships. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs").

Fees

Fees are Low compared to funds in the same category.
Westwood LargeCap Value Fund has an expense ratio of 0.91 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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