3 / 5 Stars
4 5 4 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#62 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 31.41 percent over the past year, 14.37 percent over the past three years, 23.19 percent over the past five years, and 7.91 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||7.9%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. It defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Growth Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.
Fees are Average compared to funds in the same category.
Consulting Group Large Cap Growth Fund has an expense ratio of 0.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.