5 / 5 Stars
5 4 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#12 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 9.91 percent over the past year, 13.00 percent over the past three years, and 8.29 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.5%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||8.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock of domestic midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase. As of June 30, 2012, the market capitalization range of the Russell Midcap Index was between $1.27 billion and $19 billion.
Fees are Low compared to funds in the same category.
Coventry Group Boston Trust Midcap Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.