Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Large-Cap Growth
Rank Fund Name Currency Return
123 Polen Growth Fund;Institutional USD 25.7%
124 Chase Growth Fund;N USD 25.5%
125 Calvert Equity Fund;A USD 25.4%
126 Victory Newbridge Large Cap Growth Fund;A USD 25.2%
127 Bridge Builder Large Cap Growth Fund USD 25.2%
Rank Fund Name Currency Risk
37 RMB Fund;A USD 4.5
38 Columbia Disciplined Growth Fund;A USD 4.5
39 Calvert Equity Fund;A USD 4.5
40 Commerce Growth Fund USD 4.6
41 Deutsche Capital Growth Fund;S USD 4.7
Rank Fund Name Currency Loss
84 Dreyfus Large Cap Growth Fund;I USD -0.5%
85 Chesapeake Growth Fund USD -0.5%
86 American Century Select Fund;Investor USD -0.6%
86 Calvert Equity Fund;A USD -0.6%
88 Quaker Strategic Growth Fund;A USD -0.6%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 5.4% 4.4%
2016 2.3% 0.4% -0.3% 3.3% -1.0%
2015 3.7% 2.6% 0.8% -4.6% 5.0%
2014 11.0% -0.1% 3.2% 1.6% 5.9%
2013 30.4% 8.8% 0.8% 6.0% 12.2%
2012 15.5% 15.5% -5.7% 5.9% 0.1%
2011 -2.2% 6.9% 1.3% -15.1% 6.3%
2010 17.2% 5.7% -11.3% 13.8% 9.9%
2009 33.4% -6.5% 18.0% 15.8% 4.5%
2008 -35.5% -8.5% 2.6% -9.1% -24.4%
2007 9.9% -0.6% 5.5% 5.0% -0.1%
2006 10.2% 3.8% -2.5% 3.9% 4.7%
2005 4.2% -2.2% 2.5% 2.5% 1.4%
2004 6.7% -0.8% 2.1% -3.3% 8.9%
2003 22.3% -4.3% 14.3% 1.9% 9.7%
2002 -14.9% 1.8% -10.0% -16.2% 10.8%
2001 0.7% -8.3% 9.7% -13.2% 15.2%
2000 11.0% 11.1% -2.1% 1.6% 0.3%
1999 23.2% 7.5% 7.6% -9.3% 17.4%
1998 10.9% 11.7% -5.2% -17.5% 26.9%
1997 19.3% -0.6% 14.0% 9.2% -3.6%
1996 21.7% 5.7% 4.1% 4.3% 6.1%
1995 2.0%

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 date24/08/1987
  • Share Class size1,266Mn
  • Base currencyUSD
  • ISINUS1316183086

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.49%
  • Initial investment0