3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#90 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap 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 24.12 percent over the past year, 11.85 percent over the past three years, 19.19 percent over the past five years, and 7.96 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.3%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term growth of capital. The fund under normal circumstances, invests at least 80% of its assets in equity securities of a diversified group of small and medium-sized companies. Medium-sized companies are considered to have market capitalization between about $2 billion and $15 billion. Small companies are considered to be those that have market capitalizations of less than the lower end of this range.
Fees are Low compared to funds in the same category.
Advance Capital I Equity Growth Fund has an expense ratio of 1.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.