4 / 5 Stars
4 3 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#149 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.
The fund has returned 25.84 percent over the past year, 15.29 percent over the past three years, 5.60 percent over the past five years, and 7.97 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||14.7%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||5.6%|
|10 Years (Annualized)||8.0%|
The investment seeks to provide investors with a high long-term total return, consistent with the preservation of capital and maintenance of liquidity. The fund normally invests at least 65% of its total assets in the common stocks of established, larger capitalization companies (that is, companies having a market capitalization exceeding $10 billion). It expects to invest a portion of its assets in stocks currently paying dividends, although it may buy stocks that are not paying dividends but offer prospects for growth of capital or future income.
Fees are High compared to funds in the same category.
The Profit Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.