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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 485 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 15.82 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.4% |
| 1 Year | 15.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital and to exceed the performance of the MSCI World Index. The fund normally invests in common stock of companies of any size located throughout the world, including the United States. It invests primarily in "platform companies", which the fund's advisor considers to be companies that incorporate knowledge components, or intellectual property, into their products and services, unlike companies that simply produce commodities or other raw materials. The fund may also have limited exposure to emerging markets.
Fees
Fees are High compared to funds in the same category.
GaveKal Knowledge Leaders Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
