3 / 5 Stars
3 4 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#59 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 33.90 percent over the past year, 13.15 percent over the past three years, 25.26 percent over the past five years, and 9.86 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||25.3%|
|10 Years (Annualized)||9.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of mid-capitalization companies. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations that fall within the range of companies included in the Russell Midcap® Growth Index during the most recent 12-month period.
Fees are Low compared to funds in the same category.
Eagle Mid Cap Growth Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.