3 / 5 Stars
2 1 5 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 17.87 percent over the past year, and 13.80 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.8%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Destra Focused Equity Fund has an expense ratio of 1.32 percent.
Risk is Low compared to funds in the same category according to Morningstar.