1 / 5 Stars
1 1 4 1 2
Zacks Investment Research
Standard & Poor's
2 / 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 21.86 percent over the past year, and 11.13 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal market conditions, the Growth Portfolio expects to invest (directly or indirectly through mutual funds and/or exchange-traded funds ("ETFs")) almost all of its total assets in equity securities (e.g., stocks), although it may invest a small portion (generally less than 10%) of its total assets in fixed income securities. The Growth Portfolio may invest in domestic securities as well as securities of non-U.S. issuers, including investments in emerging markets.
Fees are Above Average compared to funds in the same category.
ESG Managers® Growth Portfolio Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.