APEXcm Small/Mid Cap Growth Fund

Class Other (APSGX)

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.

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Performance

The fund has returned 27.59 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 27.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital growth. The fund seeks to achieve its investment objective by investing in a diversified portfolio of common stocks of small- and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential and which are expected to grow faster than the U.S. economy. It normally invests at least 80% of its net assets in common stocks of small- and mid-cap companies. The fund may invest up to 15% of its assets in common stocks of foreign small- and mid-companies through the purchase of American Depository Receipts and/or foreign domiciled companies listed on U.S. stock exchanges.

Fees

Fees are Low compared to funds in the same category.
APEXcm Small/Mid Cap Growth Fund has an expense ratio of 1.05 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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