4 / 5 Stars
4 4 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 29.47 percent over the past year, 15.36 percent over the past three years, 16.75 percent over the past five years, and 11.24 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||13.5%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||11.2%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.
Fees are Average compared to funds in the same category.
Sterling Capital Special Opportunities Equity Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.