2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#269 in Large Growth
U.S. News evaluated 473 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 11.50 percent over the past year, 8.70 percent over the past three years, 2.14 percent over the past five years, and 6.53 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||2.1%|
|10 Years (Annualized)||6.5%|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund invests at least 80% of its net assets in equity securities, and each sub-advisor manages a portion of the fund's assets by independently managing a portfolio typically composed of at least 5, but not more than 15 stocks. It invests primarily in the securities of large-, mid- and small-sized U.S. companies, although the managers also have flexibility to invest in the securities of foreign companies (up to 50% of the fund's net assets may be invested in foreign equity securities, which may include emerging markets).
Fees are Average compared to funds in the same category.
Litman Gregory Masters Equity Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.