| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#355 in Large Blend
U.S. News evaluated 498 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 10.53 percent over the past year, 5.86 percent over the past three years, 0.05 percent over the past five years, and 5.74 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 10.5% |
| 3 Years (Annualized) | 5.9% |
| 5 Years (Annualized) | 0.1% |
| 10 Years (Annualized) | 5.7% |
Summary
The investment seeks capital appreciation over the long-term and a low level of current income. The fund invests primarily in equity securities of small, medium or large capitalization companies, both domestic and foreign, in different industry sectors. It may also invest in third-party investment companies. The fund may, to a more limited degree, also purchase fixed-income securities. It may engage in short sales and certain options strategies. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Generation Wave Growth Fund has an expense ratio of 1.75 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
