3 / 5 Stars
4 4 4 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#97 in Large Growth
U.S. News evaluated 485 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 23.72 percent over the past year, 15.88 percent over the past three years, 4.72 percent over the past five years, and 6.90 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||13.5%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide long-term growth on an after-tax basis. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. It invests principally in common stocks of large capitalization U.S. companies. The fund employs a multi-style (growth, value and market-oriented) and multi-manager approach whereby portions of the fund are allocated to different money managers who employ distinct investment styles.
Fees are High compared to funds in the same category.
Russell Tax-Managed U.S. Large Cap Fund has an expense ratio of 0.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.