2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 20.88 percent over the past year, 11.08 percent over the past three years, 15.31 percent over the past five years, and 5.69 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||5.7%|
The investment seeks long term capital growth. The fund invests primarily in equity securities of larger-sized U.S. companies (those with a market capitalization above $15 billion) that its Adviser believes offer opportunities for capital appreciation growth. The adviser uses three primary criteria in selecting equity securities for the fund: quality, growth and valuation.
Fees are Average compared to funds in the same category.
Johnson Growth Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.