3 / 5 Stars
2 1 5 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#249 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 18.82 percent over the past year, 11.79 percent over the past three years, 16.14 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||7.2%|
The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of companies with capitalizations of $5 billion or more at the time of purchase. It focuses on stocks issued by companies with long records of earnings and revenue growth. The Adviser invests in domestic growth-oriented companies it believes exhibit the potential for superior growth.
Fees are Average compared to funds in the same category.
SIT Large Cap Growth Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.