4 / 5 Stars
5 4 4 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
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 11.69 percent over the past year, 14.30 percent over the past three years, 6.97 percent over the past five years, and 12.93 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.1%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||12.9%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of small-cap and mid-cap U.S. companies. The fund adviser currently considers small-cap and mid-cap companies to be those with total market capitalizations, at the time of purchase, that are equal to or less than the total market capitalization of the largest company included in Russell 2500® Growth Index. The portfolio managers focus on high quality companies, especially those with products or services that are believed to be leaders in their market niches. The fund does not have any limitations regarding portfolio turnover.
Fees are Low compared to funds in the same category.
Dreyfus/The Boston Company Small/Mid Cap Growth Fund has an expense ratio of 0.78 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.