3 / 5 Stars
5 5 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#46 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.
The fund has returned 10.25 percent over the past year, 17.47 percent over the past three years, 8.39 percent over the past five years, and 11.69 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.7%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||8.4%|
|10 Years (Annualized)||11.7%|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. It normally invests at least 80% of its net assets in the equity securities of small- and mid-capitalization companies. The fund may invest in foreign securities. It invests up to 20% of total assets in rights and warrants. The fund invests in approximately 60-120 stocks broadly diversified by sector.
Fees are Low compared to funds in the same category.
AllianceBernstein Discovery Growth Fund has an expense ratio of 1.18 percent.
Risk is High compared to funds in the same category according to Morningstar.