| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#22 in Technology
U.S. News evaluated 52 Technology 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 1.62 percent over the past year, 9.04 percent over the past three years, 5.14 percent over the past five years, and 7.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.0% |
| 1 Year | 1.6% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | 5.1% |
| 10 Years (Annualized) | 7.1% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests its assets primarily in common and preferred securities that the sub-adviser believes have superior sales and earnings growth potential located in the United States and abroad. It may also invest up to 25% of assets in U.S. dollar denominated stocks and bonds of foreign companies located in both developed and emerging markets. The fund may use derivatives, such as options, futures and other derivatives, for investing and to hedge its investments and risk.
Fees
Fees are Low compared to funds in the same category.
HighMark Enhanced Growth Fund has an expense ratio of 1.45 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
