RS Growth ARSGRX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

It's too soon to tell if RS Growth's changes will bring improvement.

A quick look at this fund's large-growth category rankings over the last couple of years and you might start to feel a bit down. The fund has failed to keep pace with peers over the Read more

Kudos

New management pays much attention to risk control. Read more

Risks

High expense ratio gives management here a sizable hurdle to overcome.

Team approach unproven for this strategy.

High management turnover here recently. Read more

Strategy

Management seeks fast-growing companies with sustainable revenue growth of 10% or greater over a three- to five-year time horizon as well as strong earnings and cash-flow growth. The team sets price Read more

Management

John Wallace retired in July 2008 after leading this fund since July 2001, and John Seabern, comanager since May 2007, was the sole portfolio manager until May 2009. The new team in charge is led by Allison Thacker. She and the rest of the RS Growth Read more

Inside Scoop

This relatively aggressive fund owns fast growers and is concentrated. Management uses the same approach at another offering, though large caps get a lot more play here. Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more