1 / 5 Stars
1 1 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#181 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 17.75 percent over the past year, and 5.85 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with medium-sized market capitalizations. It defines mid-cap companies as those companies with market capitalizations within the range of companies in the Russell Midcap Growth® Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign mid-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American depositary receipts.
Fees are Low compared to funds in the same category.
Bright Rock Mid Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.