Penn Series Large Core Growth Fund

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.

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Performance

The fund has returned 8.36 percent over the past year, and 11.11 percent over the past three years.

Trailing Returns Updated 04.30.2013
Year to date 10.5%
1 Year 8.4%
3 Years (Annualized) 11.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund primarily invests in common and preferred stocks of large capitalization U.S. companies. It invests at least 80% of its net assets in securities of large capitalization companies with market capitalizations that fall within the market capitalization range of companies in the Russell 1000 Growth Index at the time of purchase. The fund invests principally in equity securities of large capitalization companies that offer the potential for capital growth.

Fees

Fees are Average compared to funds in the same category.
Penn Series Large Core Growth Fund has an expense ratio of 0.89 percent.

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Risk

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

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