4 / 5 Stars
3 4 4 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#13 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 31.16 percent over the past year, 15.64 percent over the past three years, 19.07 percent over the past five years, and 7.77 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.2%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||7.8%|
The investment seeks to produce growth of capital; with a secondary objective of realization of current income through the receipt of interest or dividends from investments. The fund invests principally in a diversified portfolio of common stocks. The fund seeks to achieve its secondary objective of income generation through selection of dividend-paying securities. The Adviser intends to use fundamental analysis to analyze and invest in a portfolio mixture of large, medium and small capitalization companies, subject to the fund's investment restrictions and diversification status.
Fees are Average compared to funds in the same category.
Wall Street Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.