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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
118 Congress Large Cap Growth Fund;R USD 26.3%
119 Elfun Trusts USD 26.0%
120 Monteagle Quality Growth Fund;Inst USD 25.8%
121 Cognios Large Cap Growth Fund;Inst USD 25.8%
122 Virtus Silvant Large-Cap Growth Stock Fund;A USD 25.7%
Rank Fund Name Currency Risk
26 Barrett Growth Fund USD 4.3
26 PACE Large Co Growth Equity Investments;P USD 4.3
26 Monteagle Quality Growth Fund;Inst USD 4.3
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 5.0% 4.8%
2016 6.3% 1.1% 1.0% 3.6% 0.4%
2015 0.1% 2.3% 0.6% -7.5% 5.1%
2014 9.8% -2.2% 3.8% 2.6% 5.4%
2013 26.7% 7.1% 0.5% 6.4% 10.7%
2012 11.5% 14.4% -5.9% 6.4% -2.7%
2011 -1.1% 5.1% -1.5% -12.8% 9.6%
2010 16.7% 3.0% -11.5% 13.1% 13.1%
2009 32.4% -3.1% 13.7% 11.8% 7.5%
2008 -37.4% -8.3% 0.4% -10.5% -24.0%
2007 14.1% 2.4% 5.7% 5.6% -0.1%
2006 2.4% 2.4% -4.1% 1.8% 2.4%
2005 2.8% -3.1% 0.9% 2.8% 2.2%
2004 4.1% -1.1% 0.8% -5.3% 10.2%
2003 20.1% -2.4% 10.7% 2.4% 8.7%
2002 -20.7% 1.7% -13.4% -14.8% 5.7%
2001 -15.4% -15.2% 5.9% -13.5% 8.9%
2000 -6.7% 8.2% -2.1% 0.5% -12.4%
1999 24.4% 6.7% 5.8% -5.3% 16.3%
1998 5.8% -6.0% 21.7%

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 date30/03/1998
  • Share Class size29Mn
  • Base currencyUSD
  • ISINUS6122634008

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%