3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 487 Large Blend 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 21.50 percent over the past year, 13.36 percent over the past three years, 22.20 percent over the past five years, and 6.19 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||6.2%|
The investment seeks to provide capital appreciation and current income. The fund invests primarily in equity securities such as common or preferred stocks which the advisor believes offer opportunities for capital appreciation and which also pay dividends. It is a fundamental policy of the fund to invest at least 65% of its total assets in dividend paying equity securities. The fund may invest up to 35% of its total assets in equity securities that do not pay dividends or in money market instruments and repurchase agreements.
Fees are Above Average compared to funds in the same category.
Alger Growth & Income Portfolio Fund has an expense ratio of 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.