4 / 5 Stars
4 2 5 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#8 in Mid-Cap Growth
U.S. News evaluated 222 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 24.44 percent over the past year, 15.85 percent over the past three years, 21.46 percent over the past five years, and 9.59 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.8%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||9.6%|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of companies with medium market capitalizations (a "mid-cap company"). The Adviser generally considers a mid-cap company to be one that has a market capitalization of between $1 billion and $15 billion. The fund may invest a portion of its assets in non-U.S. issuers through the use of depositary receipts, such as ADRs.
Fees are High compared to funds in the same category.
Chase Mid Cap Growth Fund has an expense ratio of 1.47 percent.
Risk is Low compared to funds in the same category according to Morningstar.