1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#166 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 32.67 percent over the past year, 5.39 percent over the past three years, 12.91 percent over the past five years, and 4.28 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.9%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||4.3%|
The investment seeks capital appreciation. The fund invests principally in common stocks of U.S. companies and, to a lesser extent, in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It may invest include preferred stocks, convertible securities, and rights. The fund will invest in companies in a broad range of industries and generally focuses on companies whose earnings under normal economic conditions are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios.
Fees are Low compared to funds in the same category.
Brandywine Fund has an expense ratio of 1.11 percent.
Risk is Average compared to funds in the same category according to Morningstar.