2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#303 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 34.33 percent over the past year, 13.74 percent over the past three years, and 16.07 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||32.0%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights of companies with market capitalizations of at least $5 billion. It will also invest in common stocks that the investment adviser believes have the potential to grow earnings more rapidly than their competitors.
Fees are Average compared to funds in the same category.
Tributary Large Cap Growth Fund has an expense ratio of 1.14 percent.
Risk is Average compared to funds in the same category according to Morningstar.