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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#173 in Mid-Cap Growth
U.S. News evaluated 220 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 0.83 percent over the past year, 2.39 percent over the past three years, -5.34 percent over the past five years, and 4.15 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.9%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||-5.3%|
|10 Years (Annualized)||4.2%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets in midcap companies (midcap companies are companies having market capitalizations between $2 billion and $15 billion). It invests principally in common stocks of U.S. companies, and, to a lesser extent, in equity securities of foreign issuers usually those which are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). The fund may invest include preferred stocks, convertible securities, rights, and warrants.
Fees are Low compared to funds in the same category.
Brandywine Advisors Midcap Growth Fund has an expense ratio of 1.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.