3 / 5 Stars
3 2 4 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#194 in Large Growth
U.S. News evaluated 485 Large Growth 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 26.62 percent over the past year, 14.33 percent over the past three years, 3.53 percent over the past five years, and 7.86 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||12.8%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||7.9%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in U.S. equity securities. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. It will usually invest in securities with a market capitalization of $2 billion and above at the time of purchase.
Fees are High compared to funds in the same category.
Aberdeen US Equity Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.