Advance Capital I Equity Growth Fund

Scorecard
2 / 5 Stars
Lipper
1 2 3 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#172 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.29 percent over the past year, 11.14 percent over the past three years, 24.68 percent over the past five years, and 7.75 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year 24.3%
3 Years (Annualized) 11.1%
5 Years (Annualized) 24.7%
10 Years (Annualized) 7.7%

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Summary

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets in equity securities of a diversified group of small and medium-sized growth companies. Medium-sized companies are considered to have market capitalization between about $166 million and $17 billion. Small companies are considered to be those that have market capitalizations of less than the lower end of this range. The advisor employs a "bottom-up" fundamental research process for stock selection.

Fees

Fees are Low compared to funds in the same category.
Advance Capital I Equity Growth Fund has an expense ratio of 1.09 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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