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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.
See all Philadelphia Invmt Ptnrs New Generation funds
Performance
The fund has returned 2.91 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.2% |
| 1 Year | 2.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests approximately 75% of its assets in U.S. companies with the remaining 25% being invested in equity securities of non-U.S. companies. It may invest in exchange-traded mutual funds ("ETFs"), including ETFs that hold portfolios of securities that closely track the price performance and dividend yield of various indices, and actively managed ETFs.
Fees
Fees are Above Average compared to funds in the same category.
Philadelphia Investment Partners New Generation Fund has an expense ratio of 1.96 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
