4 / 5 Stars
5 1 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Dynamic U.S. Growth Fund has an expense ratio of 0.86 percent.
Risk is High compared to funds in the same category according to Morningstar.