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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.65 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund's strategy is to invest in a concentrated portfolio of predominantly large capitalization companies with proven records of increasing earnings on a consistent and sustainable basis. It employs a concentrated approach, investing in 25 to 30 stocks, a long-term orientation and a quality focus. Correlation of securities and underlying businesses is considered to minimize risk within the fund. Initial positions range from 1.5% to 3.0% of the fund's assets and may be increased over time to between 3.0% and 5.0%. Individual positions will not exceed 7.0%.
Fees
Fees are Average compared to funds in the same category.
The Torray Resolute Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
