3 / 5 Stars
5 5 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#71 in Large Growth
U.S. News evaluated 466 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 29.65 percent over the past year, 16.20 percent over the past three years, 23.71 percent over the past five years, and 8.19 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.6%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||23.7%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets in U.S. common stocks from the universe of the S&P 500® Index, utilizing INTECH's mathematical investment process. The S&P 500® Index is an unmanaged index of 500 stocks that is generally representative of the performance of larger companies in the United States. The fund pursues its investment objective by applying a mathematical investment process to construct an investment portfolio from the universe of common stocks within its named benchmark index.
Fees are Average compared to funds in the same category.
INTECH U.S. Core Fund has an expense ratio of 0.98 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.