3 / 5 Stars
2 2 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#150 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 23.16 percent over the past year, 12.19 percent over the past three years, 23.77 percent over the past five years, and 9.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.4%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||9.2%|
The investment seeks capital appreciation. The fund invests at least 80% of its assets in growth-oriented common stocks of medium-sized U.S. companies similar in size, at the time of purchase, to those within the Russell Midcap® Growth Index. The Adviser selects stocks of companies with growth characteristics, including companies with above average earnings growth potential and companies where significant changes are taking place, such as new products, services, methods of distribution, or overall business restructuring.
Fees are Low compared to funds in the same category.
BMO Mid Cap Growth Fund has an expense ratio of 1.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.