3 / 5 Stars
3 3 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#102 in Mid-Cap Growth
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.
The fund has returned 25.08 percent over the past year, 14.16 percent over the past three years, and 23.31 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||N/A|
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 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.