| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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.
Performance
The fund has returned 6.35 percent over the past year, 12.75 percent over the past three years, 5.40 percent over the past five years, and 6.92 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 6.3% |
| 3 Years (Annualized) | 12.8% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 6.9% |
Summary
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 or short-term debt instruments.
Fees
Fees are Above Average compared to funds in the same category.
Burnham Fund has an expense ratio of 2.13 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
