3 / 5 Stars
2 2 3 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#254 in Large Growth
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.
The fund has returned 5.86 percent over the past year, 10.13 percent over the past three years, 3.48 percent over the past five years, and 7.58 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.7%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. The fund primarily invests in U.S. common stocks that the Sub-Adviser believes have potential for capital appreciation. The Sub-Adviser's investment strategy, which is designed to offer pure exposure to the U.S. equity market, relies on an active bottom-up approach using a quantitative investment model and results in a fully invested, focused portfolio. The Sub-Adviser selects securities from an investment universe of roughly 500-600 large, liquid and well-covered companies.
Fees are Average compared to funds in the same category.
Bishop Street Strategic Growth Fund has an expense ratio of 1.17 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.