| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#82 in Large Growth
U.S. News evaluated 485 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 22.13 percent over the past year, 15.93 percent over the past three years, 3.65 percent over the past five years, and 7.67 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 22.1% |
| 3 Years (Annualized) | 15.9% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | 7.7% |
Summary
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
Fees are Above Average compared to funds in the same category.
Consulting Group Large Cap Growth Fund has an expense ratio of 0.69 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
