The Investment House Growth Fund

Class No Load (TIHGX)
Scorecard
4 / 5 Stars
Lipper
4 5 4 1 5
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

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.

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Performance

The fund has returned 33.57 percent over the past year, 18.45 percent over the past three years, 26.58 percent over the past five years, and 8.13 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 33.6%
3 Years (Annualized) 18.5%
5 Years (Annualized) 26.6%
10 Years (Annualized) 8.1%

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Summary

The investment seeks long term capital appreciation. The central premise of the fund's investment style is "growth at a reasonable price" or "GARP." The fund usually invests in a diversified portfolio of common stocks from small, medium and large capitalization companies. It invests primarily in common stocks. While it is anticipated that the fund will invest across a range of industries, certain sectors are likely to be overweighted compared to others because the Adviser seeks best investment opportunities regardless of sector.

Fees

Fees are Above Average compared to funds in the same category.
The Investment House Growth Fund has an expense ratio of 1.44 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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