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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
26 Alger Capital Appreciation Focus Fund;I USD 46.1%
27 Baron Fifth Avenue Growth Fund;Retail USD 45.7%
28 Prudential Jennison Growth Fund;A USD 45.7%
29 USAA Growth Fund;Fund USD 45.3%
30 Commerce Growth Fund USD 45.2%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.8% 5.8% 8.5%
2016 -1.5% -5.6% -1.3% 8.0% -2.0%
2015 10.8% 5.6% 2.8% -5.4% 8.1%
2014 9.6% -0.1% 4.4% 1.8% 3.3%
2013 37.1% 6.9% 2.3% 12.1% 11.8%
2012 15.5% 19.1% -7.0% 5.6% -1.3%
2011 0.2% 4.5% 3.6% -13.6% 7.1%
2010 11.3% 2.9% -13.4% 12.0% 11.4%
2009 42.8% -0.4% 15.2% 13.8% 9.3%
2008 -37.8% -11.1% 2.1% -13.0% -21.2%
2007 11.2% 1.2% 3.4% 6.0% 0.3%
2006 1.5% 1.2% -7.8% 4.4% 4.2%
2005 13.9% -5.4% 6.0% 7.4% 5.8%
2004 8.8% 1.1% 1.8% -4.5% 10.7%
2003 29.8% -2.5% 14.9% 4.4% 11.0%
2002 -31.2% -2.8% -16.7% -17.8% 3.4%
2001 -18.6% -16.8% 4.5% -20.0% 17.0%
2000 -18.0% 12.4% -7.9% -4.4% -17.1%
1999 41.6% 10.5% 4.4% -4.3% 28.3%
1998 37.8% 14.6% 5.3% -12.3% 30.1%
1997 31.3% -2.2% 19.5% 15.4% -2.7%
1996 14.3% 4.1% 3.2% 2.3% 4.0%

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 date02/11/1995
  • Share Class size1,188Mn
  • Base currencyUSD
  • ISINUS74437E1073

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.57%
  • Initial investment0