1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#324 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.
The fund has returned 5.48 percent over the past year, and 4.59 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.8%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests in a broadly diversified portfolio consisting of equity securities of U.S. and foreign companies chosen using a value oriented investment approach. It may invest in U.S., Canadian and other foreign companies of any size, including small and mid capitalization companies, in order to achieve its objective. The fund may employ the use of derivative investments such as forward foreign currency contracts to actively hedge against adverse price movements that may result from local currency and/or equity market exposure. It is non-diversified.
Fees are Average compared to funds in the same category.
Dynamic Contrarian Advantage Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.