2 / 5 Stars
3 3 2 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#108 in Large Growth
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.
The fund has returned 35.69 percent over the past year, 15.11 percent over the past three years, 4.14 percent over the past five years, and 8.24 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.9%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||8.2%|
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. In pursuit of its investment objective, the fund invests in stocks and stock warrants of U.S. companies selected by the fund's investment adviser for high profit potential. The fund may invest in shares of companies of any market capitalization, including small-, mid- or large-capitalization companies; however, at least 60% of its assets will ordinarily be invested in securities listed on the New York Stock Exchange.
Fees are High compared to funds in the same category.
Permanent Portfolio Aggressive Growth Portfolio has an expense ratio of 1.19 percent.
Risk is High compared to funds in the same category according to Morningstar.