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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
50 Transamerica Large Growth;R4 USD 29.0%
51 Fidelity Trend Fund USD 28.9%
52 Alger Responsible Investing Fund;A USD 28.8%
53 Alger Capital Appreciation Fund;B USD 28.8%
54 Principal LargeCap Growth Fund;R-5 USD 28.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.8% 4.8% 5.3%
2016 2.0% -1.3% -1.6% 4.9% 0.0%
2015 2.5% 2.5% 1.6% -8.4% 7.3%
2014 4.8% -1.1% 3.0% -1.1% 4.1%
2013 34.7% 9.9% 5.0% 6.3% 9.8%
2012 14.9% 14.2% -4.5% 4.8% 0.6%
2011 -5.2% 3.7% -2.9% -13.7% 9.1%
2010 9.6% 3.3% -11.6% 11.4% 7.7%
2009 39.5% -4.8% 18.3% 15.7% 7.1%
2008 -46.1% -14.9% -1.7% -14.8% -24.4%
2007 26.8% 4.5% 7.0% 6.2% 6.8%
2006 17.9% 6.8% -4.0% 4.0% 10.6%
2005 15.9% -3.0% 5.3% 8.5% 4.6%
2004 7.7% 2.7% 3.0% -9.5% 12.4%
2003 32.7% 3.4% 16.1% 1.0% 9.5%
2002 -41.1% -5.7% -19.0% -18.6% -5.5%
2001 -23.1% -20.6% 5.1% -18.8% 13.5%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date04/12/2000
  • Share Class size34Mn
  • Base currencyUSD
  • ISINUS0155664099

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.71%
  • Initial investment0