3 / 5 Stars
2 3 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#125 in Large Growth
U.S. News evaluated 466 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 29.26 percent over the past year, 14.21 percent over the past three years, 21.66 percent over the past five years, and 5.96 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital appreciation. The Portfolio seeks investments that will increase in value. It purchases stocks of large companies that the Portfolio believes will experience earnings growth at a rate faster than that of the Standard & Poor's 500® Composite Stock Price Index (S&P 500). The Portfolio normally invests at least 80% of its investable assets in common stocks of large companies. Large companies are defined as companies with market capitalizations like those in the Russell 1000 Index. It may also purchase common stocks of foreign companies, including foreign companies operating in emerging market countries.
Fees are Average compared to funds in the same category.
Target Large Capitalization Growth Fund has an expense ratio of 0.81 percent.
Risk is Average compared to funds in the same category according to Morningstar.