2 / 5 Stars
1 1 4 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#257 in Large Growth
U.S. News evaluated 468 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 20.58 percent over the past year, 12.29 percent over the past three years, 15.28 percent over the past five years, and 6.26 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||6.3%|
The investment seeks to realize capital growth. The fund invests substantially all of its assets in common stocks. While it is actively managed by the Adviser, the Adviser relies primarily on the rankings of companies by the Value Line TimelinessTM Ranking System (the "Ranking System") in selecting securities for purchase or sale. The fund's investments usually, as measured by the number and total value of purchases, are selected from common stocks of the 100 largest companies by capitalization that are ranked 1, 2, or 3 by the Ranking System.
Fees are Average compared to funds in the same category.
Value Line Larger Companies has an expense ratio of 1.02 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.