4 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#20 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 29.79 percent over the past year, 17.97 percent over the past three years, 22.19 percent over the past five years, and 10.77 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||18.0%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||10.8%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap U.S. companies. The adviser currently considers small-cap and mid-cap companies to be those with total market capitalizations that are equal to or less than the total market capitalization of the largest company included in the Russell 2500® Growth Index, the fund's benchmark index.
Fees are High compared to funds in the same category.
Dreyfus/The Boston Company Small/Mid Cap Growth Fund has an expense ratio of 1.02 percent.
Risk is Average compared to funds in the same category according to Morningstar.