4 / 5 Stars
2 1 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 468 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 19.21 percent over the past year, 11.98 percent over the past three years, and 20.38 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||20.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in the Russell 1000® Growth Index. It will not be forced to sell a security because a company has exceeded or fallen below the current market capitalization range.
Fees are Above Average compared to funds in the same category.
Nuveen Symphony Large-Cap Growth Fund has an expense ratio of 1.96 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.