5 / 5 Stars
5 5 5 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#38 in Large Growth
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 27.08 percent over the past year, and 16.88 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization equity securities that are within the range of market capitalization of companies constituting the S&P 500® Index. It may also invest up to 25% of its net assets in stocks of foreign companies which are U.S. dollar denominated and trade on a domestic national securities exchange, including ADRs, EDRs and GDRs. The fund may also invest up to 20% of its net assets in equity securities of issuers that have market capitalizations outside the defined large-cap level.
Fees are Average compared to funds in the same category.
Hodges Blue Chip 25 Fund has an expense ratio of 1.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.