2 / 5 Stars
1 1 4 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#156 in Mid-Cap Growth
U.S. News evaluated 222 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 18.78 percent over the past year, 9.95 percent over the past three years, 16.18 percent over the past five years, and 6.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of medium-capitalization ("mid-cap") companies. It considers a mid-cap company to be one that has market capitalization within the range of $1.5 billion to $12.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of mid-cap companies.
Fees are High compared to funds in the same category.
Capital Management Mid Cap Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.