As of 03-31-2017

Highlights

  • Pursues growth of income and capital.
  • Invests primarily in value stocks of large-cap U.S. companies.
  • Selects stocks through a bottom-up, fundamentally based, quantitatively driven process.
  • Seeks to remove subjective and emotional influences from security selection and capitalize on market inefficiencies.

Key Investment Team


Facts

Symbol   FSTKX
Fund Number(s)   19
Newspaper Listing   StockTrSS
CUSIP   313900102
Benchmark   Russell 1000 Value Index
Performance Inception Date   03-31-1982
Fiscal Year-End   10-31

Morningstar Ratings™

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    Funds in Category
Overall 1084
3 Year 1084
5 Year 936
10 Year 679
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Large Value
Style