8.4 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 5 4 1 5 |
| Zacks Investment Research | 2 (Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that are believed have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. It considers companies of any size or market capitalization. Using a bottom up approach, the fund seeks securities that have large end-market potential or dominance of a profitable niche market, dominant business models and strong free cash-flow generation that are attractively priced compared to the intrinsic value of the securities.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 17.7% |
| 1 Year | 15.1% |
| 3 Years (Annualized) | 35.6% |
| 5 Years (Annualized) | 8.7% |
| 10 Years (Annualized) | 6.6% |
Fund Opinion
The fund makes the list of Zacks Investment Research's "Top 5 Aggressive Funds." Funds on the list are expected to outperform their peers in the future.
Zacks Investment Research 2010-04-21
Performance
The fund has returned 15.12 percent over the past year, 35.59 percent over the past three years, 8.75 percent over the past five years, and 6.63 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
The fund makes the list of Zacks Investment Research's "Top 5 Aggressive Funds." Funds on the list are expected to outperform their peers in the future.
Zacks Investment Research 2010-04-21
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.83 | 0.83 |
| Stocks | 89.32 | 89.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.85 | 9.85 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 9.93 |
| MasterCard Incorporated A | MA | 15.93 | 5.41 |
| Apollo Group Inc A | APOL | -27.14 | 4.77 |
| Crown Castle International Corp | CCI | 19.13 | 3.21 |
| K12, Inc. | LRN | 36.34 | 3.18 |
Fees
Delaware Select Growth Fund has an expense ratio of 1.51 percent.
