Northeast Investors Growth Fund

Class No Load (NTHFX)
Scorecard
1 / 5 Stars
Lipper
1 1 4 1 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#352 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.

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Performance

The fund has returned 23.14 percent over the past year, 8.15 percent over the past three years, 18.47 percent over the past five years, and 5.44 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 23.1%
3 Years (Annualized) 8.2%
5 Years (Annualized) 18.5%
10 Years (Annualized) 5.4%

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Summary

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

Fees are Above Average compared to funds in the same category.
Northeast Investors Growth Fund has an expense ratio of 1.38 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Northeast Investors Funds