3 / 5 Stars
2 1 2 2 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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 23.11 percent over the past year, 11.96 percent over the past three years, and 18.98 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.4%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund primarily invests its net assets in the equity securities of U.S. and foreign companies that the Adviser believes have a competitive advantage and offer superior growth potential due to the innovative nature of each company's products, technology or business model. It may invest up to 20% of its net assets in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges.
Fees are Low compared to funds in the same category.
Alpine Small Cap Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.