5 / 5 Stars
5 5 5 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#20 in Large Growth
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 23.04 percent over the past year, and 16.34 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund generally holds securities of between 20 and 30 companies. It invests primarily in the securities of U.S. companies, but the fund may also invest outside of the U.S. The fund is non-diversified.
Fees are Average compared to funds in the same category.
RiverPark/Wedgewood Fund has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.