2 / 5 Stars
3 3 5 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#200 in Large Growth
U.S. News evaluated 464 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 24.96 percent over the past year, 14.83 percent over the past three years, 18.44 percent over the past five years, and 6.80 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.8%|
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 defines large capitalization stocks as stocks of those companies represented by the S&P 500® Index or within the capitalization range of the S&P 500® Index.
Fees are Average compared to funds in the same category.
Russell Tax-Managed U.S. Large Cap Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.