ESG Managers® Growth Portfolio Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 1 2
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

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.

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Performance

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%
1 Year 21.9%
3 Years (Annualized) 11.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
ESG Managers® Growth Portfolio Fund has an expense ratio of 1.26 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pax World Funds