3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#75 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend 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 25.15 percent over the past year, 12.61 percent over the past three years, 21.11 percent over the past five years, and 7.30 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||7.3%|
The investment seeks long-term capital growth. The fund invests primarily (at least 80% of its net assets plus borrowings for investment purposes, if any) in equity securities (consisting of common stocks, preferred stocks and convertible securities) of U.S. companies. It principally invests in mid- and small-size U.S. companies. Equity securities of mid- and small-size companies tend to have greater price fluctuations than larger, more established companies.
Fees are Low compared to funds in the same category.
Thomas White American Opportunities Fund has an expense ratio of 1.34 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.