4 / 5 Stars
5 4 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#18 in Large Growth
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.
The fund has returned 27.78 percent over the past year, 21.73 percent over the past three years, 36.41 percent over the past five years, and 9.24 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||21.7%|
|5 Years (Annualized)||36.4%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation; income is a secondary consideration. The fund is eligible to invest in the securities of companies with small, medium or large capitalization. In other words, the fund is open to research within a large universe of public companies so that it may find stocks with the exceptional traits that the fund desires. Whenever the adviser finds such an investment then the adviser may purchase its stock, convertible securities or bonds with up to 25% of the fund's total assets. The fund is non-diversified.
Fees are Average compared to funds in the same category.
Matthew 25 Fund has an expense ratio of 1.15 percent.
Risk is High compared to funds in the same category according to Morningstar.