2 / 5 Stars
1 1 5 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#164 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 23.29 percent over the past year, 10.67 percent over the past three years, and 14.40 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in cash and securities listed on, or indicated by, the CAN SLIM® Select List subject to certain parameters. It will hold approximately 50 to 100 issues at any given time. The fund primarily invests in the common stocks of companies of any size market capitalization, ranging from larger, well-established companies to lesser-established, small- and micro-capitalization companies. It may also invest at any given time up to 25% of its net assets in foreign securities, which may include emerging market securities.
Fees are Low compared to funds in the same category.
Can Slim Select Growth Fund has an expense ratio of 1.70 percent.
Risk is Low compared to funds in the same category according to Morningstar.