VALIC Company II Socially Responsible (VCSRX - Free Report) 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.
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