| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#74 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.61 percent over the past year, 11.83 percent over the past three years, 5.08 percent over the past five years, and 6.53 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 23.6% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | 6.5% |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than $5 billion. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Blue Chip Investor Fund has an expense ratio of 1.43 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
