2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#296 in Large Growth
U.S. News evaluated 463 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 29.40 percent over the past year, 10.98 percent over the past three years, and 15.95 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.1%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||15.9%|
|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 U.S. common stocks, but may, to a lesser extent, invest in foreign common stocks and American Depositary Receipts ("ADRs"). The adviser may sell a security if the reason for its original purchase changes or when it believes better opportunities are available. The fund may engage in frequent and active trading of securities.
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.