| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
4
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#206 in Large Value
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.
Performance
The fund has returned 18.68 percent over the past year, 10.52 percent over the past three years, and 2.97 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 18.7% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | N/A |
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 1.17 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
