1 / 5 Stars
1 1 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#302 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 28.11 percent over the past year, 7.37 percent over the past three years, and 14.44 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund primarily invests in a diversified portfolio of equity securities of companies that have above-average future growth potential relative to their peers. It will invest in companies of all sizes traded on any stock exchange in the United States. The fund may, from time to time, invest in fixed income securities to preserve capital while seeking yield or if the adviser believes the equity markets are over-valued. It may invest in other investment companies including exchange-traded funds (ETFs) and, occasionally, open-end mutual funds and closed-end funds. The fund is non-diversified.
Fees are Average compared to funds in the same category.
Biondo Growth Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.