4 / 5 Stars
5 5 3 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#43 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 35.40 percent over the past year, and 20.43 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.1%|
|3 Years (Annualized)||20.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of medium capitalization companies or other investments with similar economic characteristics. It may invest up to 25% of its net assets in the securities of foreign companies. The fund normally invests in a relatively small number of stocks selected for their long-term growth potential. It invests in common stocks, but may invest in other types of equity securities.
Fees are Low compared to funds in the same category.
ClearBridge Mid Cap Growth Fund has an expense ratio of 1.40 percent.
Risk is High compared to funds in the same category according to Morningstar.