3 / 5 Stars
4 3 3 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#69 in Mid-Cap Growth
U.S. News evaluated 223 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 46.24 percent over the past year, 17.27 percent over the past three years, 26.58 percent over the past five years, and 8.64 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.4%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||26.6%|
|10 Years (Annualized)||8.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which fund management believes have above-average earnings growth potential. The fund adviser generally defines mid-capitalization companies as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.
Fees are Low compared to funds in the same category.
BlackRock Mid Cap Growth Equity Portfolio has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.