2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#263 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 10.65 percent over the past year, 7.15 percent over the past three years, 2.42 percent over the past five years, and 6.62 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.3%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||6.6%|
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing in common and preferred stocks. The fund also invests in equity investment companies ("underlying funds"), which include domestic and foreign mutual funds, exchange traded funds ("ETFs"), closed-end funds, and unit investment trusts. It may select Value or growth-oriented investments (including specific sectors), without limitation to market capitalization range or geographic region. The fund may invest up to 20% of its assets in investment grade fixed income securities of any maturity.
Fees are Above Average compared to funds in the same category.
Meeder Aggressive Growth Fund has an expense ratio of 1.59 percent.
Risk is Average compared to funds in the same category according to Morningstar.