4 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
5 / 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 27.37 percent over the past year, and 16.48 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Gerstein Fisher Multi-Factor Growth Equity Fund has an expense ratio of 1.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.