| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#51 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Advance Capital I funds
Performance
The fund has returned 12.16 percent over the past year, 11.96 percent over the past three years, 4.90 percent over the past five years, and 9.01 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.7% |
| 1 Year | 12.2% |
| 3 Years (Annualized) | 12.0% |
| 5 Years (Annualized) | 4.9% |
| 10 Years (Annualized) | 9.0% |
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.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
