4 / 5 Stars
4 4 5 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#10 in Mid-Cap Growth
U.S. News evaluated 220 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 12.99 percent over the past year, and 12.94 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.4%|
|3 Years (Annualized)||12.9%|
|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 Low compared to funds in the same category.
Champlain Mid Cap Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.