3 / 5 Stars
3 3 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#25 in Mid-Cap Growth
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.
The fund has returned 21.49 percent over the past year, 14.14 percent over the past three years, 19.06 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, consisting of common, preferred and convertible stock, of domestic companies that the Adviser believes possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices. According to the Adviser, medium-size companies typically have market capitalizations in the range of $1.5 billion to $7 billion, and large-size companies typically have market capitalizations greater than $7 billion.
Fees are Low compared to funds in the same category.
DF Dent Premier Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.