2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 217 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 33.87 percent over the past year, 13.94 percent over the past three years, 15.83 percent over the past five years, and 9.03 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.4%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||9.0%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid cap companies. The fund managers consider mid cap companies to be those with market capitalizations that fall within the range of $500 million and $20 billion. The fund may invest up to 20% of its net assets in securities not considered to be mid cap companies. The fund may invest up to 15% of its assets in the equity securities of foreign issuers, including those in emerging market countries.
Fees are Low compared to funds in the same category.
BNY Mellon Mid Cap Multi-Strategy Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.