5 / 5 Stars
5 5 5 3 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 468 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 26.08 percent over the past year, and 17.40 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of large capitalization companies. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. It invests primarily in the securities of U.S. companies, but it may also invest outside the U.S.
Fees are Average compared to funds in the same category.
RiverPark Large Growth Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.