3 / 5 Stars
4 3 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#69 in Mid-Cap Growth
U.S. News evaluated 217 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 35.98 percent over the past year, 17.58 percent over the past three years, and 17.16 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.4%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||17.2%|
|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 Low compared to funds in the same category according to Morningstar.