8.7 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 3 5 5 1 |
| Zacks Investment Research | 2 (Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing in equities or groups of equities that the Manager believes will provide higher returns than the Russell 1000 Growth Index. It typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity investments. Under normal circumstances, the fund invests directly and indirectly at least 80% of assets in investments tied economically to the U.S. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 14.7% |
| 1 Year | 23.5% |
| 3 Years (Annualized) | 25.6% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | 4.3% |
Performance
The fund has returned 23.54 percent over the past year, 25.61 percent over the past three years, 6.09 percent over the past five years, and 4.33 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.96 | 3.96 |
| Stocks | 95.92 | 95.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.12 | 0.12 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 11.30.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 11.30.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 7.17 |
| Exxon Mobil Corporation | XOM | 3.28 | 3.87 |
| International Business Machines Corp | IBM | 14.32 | 3.77 |
| Microsoft Corporation | MSFT | 25.15 | 3.77 |
| Oracle Corporation | ORCL | 15.36 | 3.26 |
Fees
GMO U.S. Growth Fund has an expense ratio of 0.46 percent.
