| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
2
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
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.
Performance
The fund has returned 13.33 percent over the past year, and 12.58 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.4% |
| 1 Year | 13.3% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities. It invests primarily in common stocks of domestic companies of any size. Equity securities may also include preferred stocks, exchange-traded funds ("ETFs") that invest in equities, individual stock options and options on indices. The fund may invest up to 20% of net assets in the securities of foreign issuers.
Fees
Fees are Average compared to funds in the same category.
Gerstein Fisher Multi-Factor Growth Equity Fund has an expense ratio of 1.16 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
