3 / 5 Stars
2 2 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#312 in Large Growth
U.S. News evaluated 465 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 18.34 percent over the past year, 11.54 percent over the past three years, 20.57 percent over the past five years, and 6.35 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.3%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||6.3%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks and shares of ETFs that invest primarily in common stocks. It will invest primarily in companies that are broadly diversified among economic sectors and industries and whose market capitalizations approximate the range of market capitalizations of the S& P 500 Index. The fund may invest up to 25% of net assets in ETFs. It may invest up to 25% of its net assets in foreign issuers.
Fees are Average compared to funds in the same category.
Government Street Equity Fund has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.