3 / 5 Stars
2 2 2 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#222 in Large Growth
U.S. News evaluated 466 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 38.55 percent over the past year, 11.63 percent over the past three years, and 23.48 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.9%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of mid and large capitalization companies with equity market capitalizations of more than $5 billion that are selected for their growth potential and will generally hold between 35 and 50 common stocks. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs").
Fees are Average compared to funds in the same category.
Rock Oak Core Growth Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.