| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
4
3
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 496 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 25.69 percent over the past year, and 11.64 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 25.7% |
| 3 Years (Annualized) | 11.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 High compared to funds in the same category.
ESG Managers Growth Portfolio Fund has an expense ratio of 1.44 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
