1.) Invesco Van Kampen Exchange Fund (MUTF:ACEHX) is currently at 425.3 with a gross expense ratio of 0.54%. ACEHX is primarily invested in large cap domestic stocks. This Fund is in the top 25%, with a Morningstar rating of 5 stars for 3yr and 5yr. The 3yr risk rating is below average, but the return is high.
|ACEHX Invesco Van Kampen Exchange||4.59||9.33||3.55||4.10||
2.) American Century Equity Income Fund (MUTF:AEURX) is currently at 6.70 with a gross expense ratio of 1.46%. AEURX is mostly invested in domestic stocks, top 3 of its portfolio is Exxon Mobile Corp 4.21%, Bank of America Corp 3.95%, and Annaly Capital Mgmt Inc 3.19%. The Fund has a Morningstar rating of 5 stars for 3yr, 5yr, and 10yr. Its risk score is low, and above average returns.
3.) First Eagle US Value Fund (MUTF:FEVCX) is currently at 15.83 with a gross expense ratio of 1.99%. The initial minimum is $2,500 or $1,000 for IRA. The fund has a 5 star rating for 3yr, 5yr, and 10yr. Its risk score is low, and above returns rates high.
|FEVCX First Eagle US Value Fund||2.1||3.3||3.01||8.04|
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.