2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#308 in Large Growth
U.S. News evaluated 466 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 19.63 percent over the past year, 11.89 percent over the past three years, 19.58 percent over the past five years, and 5.38 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||5.4%|
The investment seeks total return, principally through capital appreciation and, to a limited degree, through current income. The fund invests primarily in common stocks of U.S. companies with medium to large market capitalizations (in excess of $1 billion). It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund may invest in companies where not all of these factors may be present, but where the adviser believes the company's shares may be selling at a market price below their intrinsic value.
Fees are Average compared to funds in the same category.
FMC Select Fund has an expense ratio of 0.99 percent.
Risk is Low compared to funds in the same category according to Morningstar.