3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 485 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 25.51 percent over the past year, 14.77 percent over the past three years, 13.68 percent over the past five years, and 6.74 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.1%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||6.7%|
The investment seeks growth of capital and dividend income. The fund normally invests at least 80% of its assets in common stocks of well-established, large-capitalization companies (which generally have $5 billion of market value or more) that are determined to have above average long-term growth potential. It may invest up to 20% of its assets in fixed-income securities of any maturity when the portfolio managers believe the risk/reward characteristics of such issues warrant such action.
Fees are Above Average compared to funds in the same category.
COUNTRY Growth Fund has an expense ratio of 1.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.