Westfield Capital Dividend Growth Fund

U.S. News evaluated 492 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 10.18 percent over the past year, and 12.39 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 0.7%
1 Year 10.2%
3 Years (Annualized) 12.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. In pursuing its objective, the adviser strives to build a portfolio comprised of approximately 40-60 publicly traded equity securities of primarily large capitalization issuers with a history or prospect of paying stable or increasing dividends and expects that investments in foreign securities, including ADRs, will typically represent less than 35% of the fund's assets.

Fees

Fees are Above Average compared to funds in the same category.
Westfield Capital Dividend Growth Fund has an expense ratio of 0.95 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Westfield Capital Funds