| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#65 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.16 percent over the past year, 13.43 percent over the past three years, 7.52 percent over the past five years, and 7.50 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.6% |
| 1 Year | 13.2% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 7.5% |
| 10 Years (Annualized) | 7.5% |
Summary
The investment seeks capital gains. The fund invests primarily in common stocks of U.S. companies listed on the New York Stock Exchange based on a variety of factors. It primarily invests in large-market capitalization companies, which the fund's advisor defines as companies that have market capitalizations of $5 billion or more ("large-cap"). The fund is non-diversified.
Fees
Fees are Average compared to funds in the same category.
W.P. Stewart & Company Growth Fund has an expense ratio of 1.23 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
