4 / 5 Stars
4 4 2 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#155 in Large Growth
U.S. News evaluated 464 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 35.22 percent over the past year, 14.33 percent over the past three years, 20.82 percent over the past five years, and 11.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.3%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||11.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of its assets in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000® Growth Index. It may, but it is not required to, use derivative instruments as discussed herein. The fund may invest up to 25% of its net assets in foreign securities, including emerging market securities.
Fees are Average compared to funds in the same category.
Morgan Stanley Multi Cap Growth Trust has an expense ratio of 1.30 percent.
Risk is High compared to funds in the same category according to Morningstar.