4 / 5 Stars
3 2 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#149 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 22.73 percent over the past year, 14.69 percent over the past three years, 19.19 percent over the past five years, and 7.42 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.6%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||7.4%|
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 are Average compared to funds in the same category.
W.P. Stewart & Company Growth Fund has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.