3 / 5 Stars
3 3 5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 481 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 27.37 percent over the past year, 15.69 percent over the past three years, and 17.92 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||N/A|
The investment seeks high level of growth. The fund invests at least 80% of assets in stocks of large capitalization companies as defined by Morningstar. Typically, it intends to exceed this 80% requirement and be fully invested in large cap stocks. The fund is expected to maintain a smaller portfolio of stocks than the American Century Legacy Large Cap Fund. It is non-diversified.
Fees are Above Average compared to funds in the same category.
American Century Legacy Focused Large Cap Fund has an expense ratio of 1.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.