1 / 5 Stars
1 1 4 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#357 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 19.27 percent over the past year, 9.80 percent over the past three years, 11.85 percent over the past five years, and 5.50 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||18.7%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||5.5%|
The investment seeks to produce long-term capital appreciation for its shareholders. The fund maintains a flexible investment policy which primarily targets common stocks of large domestic companies. It emphasizes well-known companies which it believes to have strong management, solid financial fundamentals and which are established leaders in their industries. The fund generally invests in companies with market capitalizations in excess of $10 billion.
Fees are Above Average compared to funds in the same category.
Northeast Investors Growth Fund has an expense ratio of 1.38 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.