4 / 5 Stars
5 4 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#31 in Large Growth
U.S. News evaluated 464 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 23.37 percent over the past year, 16.54 percent over the past three years, and 18.35 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.3%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.
Fees are Average compared to funds in the same category.
AT Disciplined Equity Fund has an expense ratio of 0.80 percent.
Risk is Low compared to funds in the same category according to Morningstar.