VALIC Company II Socially Responsible (VCSRX) a Zacks Rank #1 (Strong Buy) was incepted in September 2006. VCSRX seeks appreciation of capital by investing mainly in equity securities. VCSRX invests the bulk of its assets in equity securities of companies, which meet the social criteria of the fund.
This fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, Alphabet, Microsoft and Johnson & Johnson were the top holdings for VCSRX.
VALIC Company II Socially Responsible, managed by VALIC Funds, carries an expense ratio of 0.56%. Moreover, VCSRX requires a minimal initial investment of $0.
VCSRX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 3.76%, 3 year 9.1% and 5 year 13.84%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
VCSRX’s performance, as of the last filing, when compared to funds in its category was in the top 21% in 1 year, top 6% over the past 3 years, and in the 8% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (VCSRX): Fund Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research