3 / 5 Stars
4 4 5 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#48 in Large Growth
U.S. News evaluated 468 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 29.69 percent over the past year, 15.75 percent over the past three years, and 17.27 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of assets in stocks of large capitalization companies as defined by Morningstar. Typically, it intends to exceed this 80% requirement and be fully invested in large cap stocks. The fund manager uses a quantitative investment process designed to identify common stocks of companies that currently have, or are expected to have, earnings and revenues that are not only growing, but growing at an accelerating rate, and that also have strong price momentum.
Fees are Average compared to funds in the same category.
American Century Legacy Large Cap Fund has an expense ratio of 0.91 percent.
Risk is Low compared to funds in the same category according to Morningstar.