Logan Capital Large Cap Growth Fund

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.

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Performance

The fund has returned 30.07 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 30.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (including any borrowings for investment purposes) in large capitalization equity securities. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), rights and warrants, and may include securities of companies that are offered pursuant to an initial public offering ("IPO"). It may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Fees

Fees are Average compared to funds in the same category.
Logan Capital Large Cap Growth Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Logan Capital Funds