3 / 5 Stars
3 2 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#83 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.
The fund has returned 30.30 percent over the past year, 14.02 percent over the past three years, 24.54 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||8.9%|
The investment seeks capital appreciation by emphasizing investments in equity securities of mid-cap companies with favorable growth prospects. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with market capitalizations within the market capitalization range of companies comprising the Russell Midcap® Growth Index. It may invest up to 30% of its assets in foreign securities (i.e., securities issued by companies organized under the laws of countries other than the U.S.), with no more than 25% of its assets invested in the securities of issuers located in any one foreign country.
Fees are Low compared to funds in the same category.
Dreyfus Mid Cap Growth Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.