3 / 5 Stars
5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#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.
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%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||6.3%|
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 are Above Average compared to funds in the same category.
New Century Capital Portfolio has an expense ratio of 1.43 percent.
Risk is Average compared to funds in the same category according to Morningstar.