3 / 5 Stars
3 4 5 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#67 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 33.26 percent over the past year, 16.50 percent over the past three years, 19.83 percent over the past five years, and 7.40 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital growth. The fund invests principally in equity securities of companies considered by its investment team (at the time of purchase) to be large-cap companies. Its investment team currently considers a company to be large-cap if its market capitalization is between $1.0 billion and the market capitalization of the largest company included in the Russell 1000® Index on the last day of the most recent quarter. The fund typically invests most of its assets in securities of U.S. companies but may also invest a portion of its assets in foreign securities.
Fees are Average compared to funds in the same category.
RS Growth Fund has an expense ratio of 1.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.