Not Scored in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 2 / 5 Stars |
| Lipper | 2 2 1 1 5 |
| Zacks Investment Research | --- |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks long-term growth of capital. The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of assets in securities principally traded in foreign markets. The fund also invests in securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued. It uses a temporary defensive strategy under adverse market conditions and may invest up to 100% of its assets in cash or cash equivalents.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 16.6% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | 34.6% |
| 5 Years (Annualized) | -1.8% |
| 10 Years (Annualized) | -0.2% |
Performance
The fund has returned 16.98 percent over the past year, 34.61 percent over the past three years, -1.81 percent over the past five years, and -0.20 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 9.86 | 0.0 | 9.86 |
| Stocks | 64.93 | 0.0 | 64.93 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.86 | -0.86 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 26.07 | 0.0 | 26.07 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 09.30.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 09.30.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Computer, Inc. Common Stock | AAPL | 52.75 | 18.0 |
| Silicon Motion Technology Corporation ADR | SIMO | -4.39 | 16.14 |
| Pfizer Inc. | PFE | 5.41 | 5.84 |
| Starbucks Corporation | SBUX | 23.54 | 5.13 |
| Corning Inc. | GLW | 7.67 | 4.38 |
Fees
Upright Growth Fund has an expense ratio of 2.31 percent.
