3 / 5 Stars
2 2 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#133 in Large Growth
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 32.67 percent over the past year, 14.43 percent over the past three years, 21.03 percent over the past five years, and 6.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term growth of principal and income. The fund invests mainly in the common stocks of U.S. companies. Typically, its portfolio is composed of 30-45 large and medium-sized companies, but the fund may invest in any company without regard to market capitalization. It may invest in foreign securities without limit, but such investments are not expected to exceed 20% of the fund's total assets and typically are limited to the equity securities of companies incorporated outside of the U.S. that are traded on U.S. exchanges and American Depositary Receipts (ADRs).
Fees are Average compared to funds in the same category.
Century Shares Trust Fund has an expense ratio of 1.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.