3 / 5 Stars
3 3 4 1 1
Zacks Investment Research
Standard & Poor's
4 / 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 29.59 percent over the past year, 15.93 percent over the past three years, 22.52 percent over the past five years, and 5.52 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations.
Fees are Above Average compared to funds in the same category.
ClearBridge Large Cap Growth Fund has an expense ratio of 2.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.