New Century Capital Portfolio

Class No Load (NCCPX)
Scorecard
3 / 5 Stars
Lipper
5 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

#198 in Large Blend

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 23.67 percent over the past year, 11.00 percent over the past three years, 19.65 percent over the past five years, and 6.30 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 23.7%
3 Years (Annualized) 11.0%
5 Years (Annualized) 19.6%
10 Years (Annualized) 6.3%

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Summary

The investment seeks to provide capital growth, with a secondary objective to provide income, while managing risk. The Capital Portfolio seeks to achieve its investment objective by investing primarily in shares of registered investment companies, including exchange traded funds ("ETFs"), that emphasize investments in equity securities such as common stocks, preferred stocks or securities convertible into stocks and bonds (domestic and foreign). The Capital Portfolio will diversify its equity investments by investing primarily in investment companies that focus on different segments of the equity markets.

Fees

Fees are Above Average compared to funds in the same category.
New Century Capital Portfolio has an expense ratio of 1.43 percent.

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Risk

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

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