2 / 5 Stars
2 1 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#346 in Large Growth
U.S. News evaluated 468 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 15.64 percent over the past year, 11.18 percent over the past three years, 14.64 percent over the past five years, and 7.55 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||7.5%|
The investment seeks to provide long-term growth of capital with dividend income as a secondary objective. Under normal market conditions, the fund is managed using a blended growth and income investment strategy. The fund seeks to invest primarily in domestic common stocks, balancing its investments between growth and dividend-paying stocks, depending on where value is in the stock market. It may also invest in stocks that are currently not paying dividends, but offer prospects for future income or capital appreciation. The fund may invest in companies of any size.
Fees are Average compared to funds in the same category.
Integrity Growth & Income Fund has an expense ratio of 1.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.