Not Scored in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | --- |
| Lipper | --- |
| Zacks Investment Research | --- |
| Standard & Poor's | --- |
| TheStreet.com | --- |
Fund Overview
The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts (“ADRs”) representing common stock of foreign companies; (3) investment-grade fixed-income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 39.7% |
| 1 Year | -7.7% |
| 3 Years (Annualized) | |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned -7.74 percent over the past year.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.35 | 30.18 | -29.84 |
| Stocks | 124.17 | 0.74 | 123.42 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.41 | 0.0 | 6.41 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Jpmorgan Chase ([Wts/Rts]) | --- | --- | 22.86 |
| Illumina, Inc. | ILMN | 68.54 | 14.06 |
| MAKO Surgical Corporation | MAKO | 65.81 | 12.96 |
| Universal Display Corporation | PANL | -0.08 | 11.69 |
| Edwards Lifesciences Corporation | EW | 4.12 | 6.99 |
Fees
Biondo Focus Fund has an expense ratio of 3.05 percent.
