3 / 5 Stars
4 4 4 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#51 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 24.91 percent over the past year, 14.86 percent over the past three years, 19.54 percent over the past five years, and 6.49 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||6.5%|
The investment seeks to provide long-term capital appreciation. The fund invests mainly in large-capitalization stocks of U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies. It uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard U.S. Growth Portfolio has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.