4 / 5 Stars
5 5 5 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#11 in Large Growth
U.S. News evaluated 464 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 28.23 percent over the past year, 17.02 percent over the past three years, and 19.45 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.0%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. The fund invests in stocks that its advisor believes offer a good balance between reasonable valuations and attractive growth prospects relative to their peers. Stocks selected for the fund typically have earnings growth potential that, in the advisor's view, is not reflected in their current market prices. It can invest in stocks across all industry sectors and market capitalizations.
Fees are Average compared to funds in the same category.
Vanguard PrimeCap Core Fund has an expense ratio of 0.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.