| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
5
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#231 in Large Growth
U.S. News evaluated 485 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 15.36 percent over the past year, 13.90 percent over the past three years, 5.09 percent over the past five years, and 6.25 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 10.1% |
| 1 Year | 15.4% |
| 3 Years (Annualized) | 13.9% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | 6.3% |
Summary
The investment seeks long-term capital appreciation through investments in U.S. equity securities; current income is incidental. The fund invests primarily in common stocks of large U.S. growth companies. It invests at least 80% of net assets plus borrowings in large capitalization companies. The fund generally considers a company to be a large capitalization company if the company's capitalization is greater than $5 billion. It makes market capitalization determinations with respect to a security at the time of purchase of such security.
Fees
Fees are High compared to funds in the same category.
HighMark Large Cap Growth Fund has an expense ratio of 1.27 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
