ESG Managers Growth Portfolio Fund

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

U.S. News evaluated 487 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 20.64 percent over the past year, and 9.09 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 20.6%
3 Years (Annualized) 9.1%
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 fund 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. It 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 1.44 percent.

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Risk

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

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