4 / 5 Stars
3 2 5 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#63 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 27.37 percent over the past year, 14.03 percent over the past three years, 15.39 percent over the past five years, and 9.10 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital growth. The fund primarily invests in common stocks of U.S. companies. It diversifies its investment across industries and companies, and generally follows a value investment style. The fund may invest in securities of smaller or newer companies as well as those of well-seasoned companies of any size.
Fees are Average compared to funds in the same category.
Sextant Growth Fund has an expense ratio of 0.94 percent.
Risk is Low compared to funds in the same category according to Morningstar.