3 / 5 Stars
1 1 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 466 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 20.29 percent over the past year, 11.67 percent over the past three years, 20.89 percent over the past five years, and 6.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||6.4%|
The investment seeks capital appreciation, mainly long term; income is a secondary consideration. The fund pursues its goals by investing in a diverse portfolio primarily consisting of common stocks. It invests in large-capitalization stocks (i.e., companies with a capitalization generally of $12 billion or more, commonly known as "blue-chip"), which are usually issued by well-established companies. Under normal conditions, the fund intends to remain fully invested with only minimal investments in cash, short-term debt instruments or money market funds.
Fees are Above Average compared to funds in the same category.
Burnham Fund has an expense ratio of 2.08 percent.
Risk is Low compared to funds in the same category according to Morningstar.