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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.43 percent over the past year, and 15.01 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 19.4% |
| 3 Years (Annualized) | 15.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term growth of capital. The fund attempts to achieve its investment objective by investing primarily in common and preferred stocks of large capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of large capitalization companies. For purposes of this policy, large capitalization companies have market capitalizations that fall within the market capitalization range of companies in the Russell 1000® Growth Index at the time of purchase.
Fees
Fees are Above Average compared to funds in the same category.
Penn Series Large Core Growth Fund has an expense ratio of 0.89 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
