3 / 5 Stars
4 5 4 1 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#58 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 14.14 percent over the past year, 12.50 percent over the past three years, and 4.14 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.6%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund typically invests in the securities of large- and mid-sized U.S. companies, although the managers may also invest without limit in the securities of non-U.S. companies. Its investments in distressed companies typically involve the purchase of high-yield bonds ("junk bonds"), bank debt or other indebtedness of such companies. The fund may invest in junk bonds rated BB (or lower) or Ba (or lower) by Standard & Poor's or Moody's Investor Services, respectively. It is non-diversified.
Fees are Average compared to funds in the same category.
Litman Gregory Masters Focused Opportunities Fund has an expense ratio of 1.36 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.