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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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 19.27 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.2% |
| 1 Year | 19.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to seek long-term capital appreciation. Under normal market conditions, the fund invests primarily (at least 80% of net assets, plus the amount of any borrowings for investment purposes) in equity securities. The sub-adviser targets high-quality, market-leading companies within favored sectors. The result is a core investment style that shifts portfolio sector and style emphasis over cycles to seek to remain properly oriented and timely over a full economic and market cycle. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Destra Focused Equity Fund has an expense ratio of 1.60 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
