Coventry Group Boston Trust Midcap Fund

Class No Load (BTMFX)
Scorecard
4 / 5 Stars
Lipper
2 1 5 4 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.61 percent over the past year, 11.35 percent over the past three years, and 19.29 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.9%
1 Year 19.6%
3 Years (Annualized) 11.4%
5 Years (Annualized) 19.3%
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are Low compared to funds in the same category.
Coventry Group Boston Trust Midcap Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Boston Trust & Walden Funds Funds

Mid-Cap Growth Funds

Highest Returns (10-year)

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