3 / 5 Stars
3 4 4 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#85 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 31.22 percent over the past year, 15.79 percent over the past three years, 19.26 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||30.7%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term growth of capital. The fund invests mainly in the stocks of mid- and large-capitalization U.S. companies whose revenues and/or earnings are expected to grow faster than those of the average company in the market. It uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard Morgan Growth Fund has an expense ratio of 0.39 percent.
Risk is Average compared to funds in the same category according to Morningstar.