2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#337 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 27.93 percent over the past year, 10.24 percent over the past three years, and 22.45 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.0%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The fund's investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100% of its net assets in common stocks of U.S. companies. Additionally, the fund may invest up to 30% of its net assets in securities of "foreign issuers." The fund may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.
Fees are Average compared to funds in the same category.
Geneva Advisors All Cap Growth Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.