3 / 5 Stars
4 2 4 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#197 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.47 percent over the past year, 16.78 percent over the past three years, 24.08 percent over the past five years, and 5.36 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||5.4%|
The investment seeks capital appreciation. In pursuit of its investment objective, the fund may invest in any security type (i.e., common and preferred stocks, bonds, convertible securities, etc.) and in any industry sector, in domestic or foreign companies, and in companies of any size. Generally, the investment manager seeks what it believes to be quality companies with unique combinations of strength in operations, products, and finances with either growth or value characteristics. The fund may invest in fixed income securities of any issuer, including U.S. government securities, of any credit quality or maturity. It is non-diversified.
Fees are High compared to funds in the same category.
Midas Magic has an expense ratio of 4.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.