4 / 5 Stars
4 4 5 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 5.14 percent over the past year, 12.71 percent over the past three years, and 6.57 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.1%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||6.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus 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 1.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.