Large Growth
Large-growth portfolios invest in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries. Morningstar®
| Performance (1-yr.): 9.15% |
Expenses: 1.26% |
| Performance (1-mo.): 0.37% |
Total Assets: $207.94M |
| Performance (1-yr.): 14.85% |
Expenses: 1.50% |
| Performance (1-mo.): 2.60% |
Total Assets: $68.19M |
| Performance (1-yr.): 14.19% |
Expenses: 1.50% |
| Performance (1-mo.): 1.71% |
Total Assets: $5.79M |
| Performance (1-yr.): 13.94% |
Expenses: 1.50% |
| Performance (1-mo.): 0.31% |
Total Assets: $114.09M |
| Performance (1-yr.): 8.89% |
Expenses: 0.85% |
| Performance (1-mo.): 1.33% |
Total Assets: $479.02M |
| Performance (1-yr.): 9.37% |
Expenses: 0.81% |
| Performance (1-mo.): 1.71% |
Total Assets: $808.41M |
| Performance (1-yr.): 10.97% |
Expenses: 0.85% |
| Performance (1-mo.): 0.84% |
Total Assets: $66.19M |
| Performance (1-yr.): 18.81% |
Expenses: 0.85% |
| Performance (1-mo.): 1.39% |
Total Assets: $154.1M |
| Performance (1-yr.): 5.80% |
Expenses: 0.78% |
| Performance (1-mo.): 1.34% |
Total Assets: $360.62M |
| Performance (1-yr.): 7.06% |
Expenses: 0.53% |
| Performance (1-mo.): 2.43% |
Total Assets: $196.17M |
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- Top Performing Large Growth Funds as of 05.03.2013
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