| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
4
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#191 in Large Growth
U.S. News evaluated 473 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 5.73 percent over the past year, 10.38 percent over the past three years, and 0.47 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | 5.7% |
| 3 Years (Annualized) | 10.4% |
| 5 Years (Annualized) | 0.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize capital appreciation. The fund uses a growth style of investment in equity securities, including common and preferred stocks and American Depositary Receipts, and under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the equity securities of U.S. large cap companies. The investment adviser currently considers a company to be a large cap company if it is within the same market capitalization range at the time of investment as those included in the Russell 1000 Growth Index. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Driehaus Large Cap Growth Fund has an expense ratio of 1.75 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
