| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
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|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
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|
TheStreet.com
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U.S. News evaluated 473 Large Growth 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 14.52 percent over the past year, 9.95 percent over the past three years, 3.72 percent over the past five years, and 8.47 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.0% |
| 1 Year | 14.5% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | 8.5% |
Summary
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
Fees are Average compared to funds in the same category.
Aberdeen US Equity Fund has an expense ratio of 0.90 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
