4 / 5 Stars
4 5 3 1 2
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 28.51 percent over the past year, 16.96 percent over the past three years, and 19.39 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of large companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It normally invests at least 80% of its assets in large-cap companies. Up to 30% of the fund's net assets may be invested in foreign securities in both developed and emerging markets. The fund may invest in fixed-income securities, exchange-traded funds, American Depositary Receipts and use derivative contracts and/or hybrid instruments to implement elements of its investment strategy.
Fees are Above Average compared to funds in the same category.
Federated Kaufmann Large Cap has an expense ratio of 2.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.