5 / 5 Stars
5 5 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#13 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 23.12 percent over the past year, and 17.34 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes, although the fund does not currently intend to borrow for investment purposes) will be invested in common stocks and shares of ETFs that invest primarily in common stocks. It will invest primarily in common stocks of medium and small capitalization companies.
Fees are High compared to funds in the same category.
Davenport Equity Opportunities Fund has an expense ratio of 1.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.