3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 21.83 percent over the past year, 14.58 percent over the past three years, 19.25 percent over the past five years, and 9.77 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.2%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term growth of capital. To pursue its goal, 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. It 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 index), the fund's benchmark index. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Dreyfus/The Boston Company Small/Mid Cap Growth Fund has an expense ratio of 1.92 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.