4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 17 Utilities 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 27.93 percent over the past year, 14.89 percent over the past three years, and 17.86 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||16.8%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of issuers in the utilities sector. The Sub-Adviser may invest the Portfolio's assets in companies of any size. The Sub-Adviser may invest the Portfolio's assets in U.S. and foreign securities, including emerging market securities. The Sub-Adviser primarily invests the Portfolio's assets in equity securities, but may also invest in debt instruments, including lower quality debt instruments.
Fees are Low compared to funds in the same category.
VY MFS Utilities Portfolio has an expense ratio of 1.36 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.