4 / 5 Stars
4 5 4 1 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 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%|
|3 Years (Annualized)||18.5%|
|5 Years (Annualized)||26.6%|
|10 Years (Annualized)||8.1%|
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 are Above Average compared to funds in the same category.
The Investment House Growth Fund has an expense ratio of 1.44 percent.
Risk is Average compared to funds in the same category according to Morningstar.