4 / 5 Stars
5 5 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#62 in Large Growth
U.S. News evaluated 465 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 22.60 percent over the past year, and 15.18 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large cap companies. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. The fund's portfolio generally will contain 25-35 stocks. The fund is non-diversified.
Fees are Average compared to funds in the same category.
DSM Large Cap Growth Fund has an expense ratio of 0.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.