| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
4
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#74 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.
See all DundeeWealth Funds funds
Performance
The fund has returned 23.33 percent over the past year, 16.79 percent over the past three years, and 1.94 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.7% |
| 1 Year | 23.3% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 1.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in U.S. common stocks and other equity securities of large capitalization companies that the Sub-Adviser believes will have the highest probability of an earnings growth rate that exceeds investor expectations. The Sub-Adviser defines large capitalization companies as companies within the range of the capitalization of companies constituting the Russell 1000® Growth Index. While the fund will not concentrate its investments in any one industry, it may have a significant exposure to one or more sectors of the economy, such as the information technology sector.
Fees
Fees are Above Average compared to funds in the same category.
Smith Group Large Cap Core Growth Fund has an expense ratio of 0.79 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
