4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 219 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 23.91 percent over the past year, and 16.58 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||16.1%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets in securities of medium-sized companies. A medium-sized company is defined as having a market capitalization of less than $15 billion at the time of purchase. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.
Fees are Below Average compared to funds in the same category.
Champlain Mid Cap Fund has an expense ratio of 1.05 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.