domiciled Large Blend funds
over the following time period: 45 funds in the last three years in which it received a 5 star rating.
Based on its total returns over 1, 3, 5, 10, and 15 years through December 31 2012, the Litman Gregory Masters International Fund ranked in the top 23%, 25%, 31%, 14% and 7% for each of these periods among 786, 713, 589, 325, and 166 foreign large blend funds
Witness that, as a rough barometer, for the last five years investors in large blend domestic equity funds have pocketed an average annualized return of 12%, while investors in international large blend funds
have enjoyed returns of 18%.
Accordingly, Internet wealth management platforms introduced other wealth management products, such as bond funds, blend funds
, equity funds, bills, insurance, loans, stocks, etc.
Top Mid-Cap Blend Funds
1-Year Ann Fund Name (Ticker) Total Return * Hussman Strategic Growth (HSGFX) 15.
com/cobyx) has received a 5-Star Morningstar Rating[TM] based on its risk-adjusted performance among 1,524 Large Blend funds
for the 3-year period ended June 30, 2012.
37 LARGE-CAP BLEND FUNDS
Mairs & Power Growth (MPGFX) 16.
u As of 6/30/2012, the Fund is currently ranked by Morningstar Rating(TM) as 5-star, overall out of 1,164 Large Blend Funds
, low-risk, and high-return based on historical risk-adjusted performance.
As of 4/30/2015, the Hancock Horizon Burkenroad Small Cap Fund, Class A was rated against 637 Small Blend Funds
over a three-year period, 573 over a five-year period, and 373 over a 10-year period, and received 2, 4, and 5 stars, respectively.
are those that aren't purists in either the growth or value style of stock picking.
Class I shares of the Fund were rated against 336, 278, and 178 Mid-Cap Blend funds
over the 3-, 5- and 10-year periods, respectively.
2 among mid-cap blend funds
tracked by Morningstar.