3 / 5 Stars
3 3 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#117 in Large Growth
U.S. News evaluated 463 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 30.92 percent over the past year, and 15.50 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.9%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It seeks to achieve its investment objective by building a concentrated U.S. equity growth portfolio that the Subadvisor believes will generate positive returns over the long-term. The Subadvisor may invest up to 20% of the fund's net assets in foreign securities.
Fees are Average compared to funds in the same category.
Managers AMG TSCM Growth Equity Fund has an expense ratio of 0.77 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.