3 / 5 Stars
2 3 5 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#140 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 24.16 percent over the past year, 13.96 percent over the past three years, 19.90 percent over the past five years, and 5.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||5.8%|
The investment seeks to provide long-term capital appreciation. The fund invests mainly in mid- and large-capitalization stocks of U.S. companies. Its advisors look for companies with stocks that are believed to have strong earnings growth potential and to be reasonably valued at the time of their purchase. The fund uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard Growth Equity Fund has an expense ratio of 0.52 percent.
Risk is Average compared to funds in the same category according to Morningstar.