2 / 5 Stars
1 1 5 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#190 in Large Growth
U.S. News evaluated 464 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 25.20 percent over the past year, 13.04 percent over the past three years, and 15.14 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.4%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund managers consider a company to be a large-cap company if it has a market capitalization, at the time of purchase, of over $12 billion. The fund may also invest up to 15% of its total assets in equity securities of foreign issuers traded on foreign exchanges or in foreign currencies or through American Depositary Receipts ("ADRs") and similar investments, such as European Depositary Receipts ("EDRs") and Global Depositary Receipts ("GDRs").
Fees are Average compared to funds in the same category.
Congress Large Cap Growth Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.