2 / 5 Stars
2 2 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#121 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 29.49 percent over the past year, 10.70 percent over the past three years, 23.37 percent over the past five years, and 9.15 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.2%|
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. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser and sub-investment advisers that invest primarily in equity securities issued by 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 0.92 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.