Westfield Capital Large Cap Growth Fund

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.

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Performance

The fund has returned 28.75 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 28.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-capitalization companies. The fund managers consider large-capitalization companies to be companies with market capitalizations greater than $3 billion at the time of purchase. The Adviser expects investments in foreign companies, including emerging market companies and American Depositary Receipts ("ADRs"), will typically represent less than 25% of the fund's assets.

Fees

Fees are Average compared to funds in the same category.
Westfield Capital Large Cap Growth Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Westfield Capital Funds