Champlain Mid Cap Fund

Scorecard
4 / 5 Stars
Lipper
4 3 4 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

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.

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Performance

The fund has returned 25.36 percent over the past year, 14.46 percent over the past three years, and 23.50 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 25.4%
3 Years (Annualized) 14.5%
5 Years (Annualized) 23.5%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. 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

Fees are Low compared to funds in the same category.
Champlain Mid Cap Fund has an expense ratio of 1.05 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Champlain Funds Funds