3 / 5 Stars
4 5 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#34 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 13.87 percent over the past year, 12.70 percent over the past three years, 5.37 percent over the past five years, and 10.18 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.1%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||10.2%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, such as common, preferred and convertible stock, of domestic companies that possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices. It primarily invests in medium- and large-size domestic companies. 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 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.