2 / 5 Stars
2 2 4 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 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%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Westwood LargeCap Value Fund has an expense ratio of 0.91 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.