2 / 5 Stars
1 1 3 5 4
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 19.41 percent over the past year, 9.74 percent over the past three years, 14.72 percent over the past five years, and 5.05 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||14.7%|
|10 Years (Annualized)||5.0%|
The investment seeks growth of capital. The fund normally invests at least 65% of net assets in common stocks with market capitalizations of $3 billion or more that have improving fundamentals and whose stock is reasonably valued by the market. It primarily invests in common stocks of large capitalization companies. The fund may invest a portion of its assets in real estate investment trusts (REITs). It may hold between approximately 70-95 securities.
Fees are Average compared to funds in the same category.
Managers Cadence Capital Appreciation Fund has an expense ratio of 1.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.