Dynamic U.S. Growth Fund

Class Other (DWUGX)
Scorecard
4 / 5 Stars
Lipper
5 1 2 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#75 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.

See all DundeeWealth Funds funds

See full Mid-Cap Growth rankings

See more fund rankings

Performance

The fund has returned 53.35 percent over the past year, and 16.89 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 10.1%
1 Year 53.4%
3 Years (Annualized) 16.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more DWUGX performance

Summary

The investment seeks long-term capital appreciation. The fund invests normally at least 80% of assets in equity securities of U.S. companies chosen according to a growth oriented investment approach. It may invest in companies of any size, including small and mid capitalization companies, in order to achieve its objective. The fund may from time to time have significant exposure in one or more sectors of the economy, especially the more growth-oriented sectors, such as the information technology, consumer discretionary and health care sectors. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Dynamic U.S. Growth Fund has an expense ratio of 0.86 percent.

See more DWUGX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more DWUGX risk

See Also:

Top DundeeWealth Funds Funds