8.6 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.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 4 4 3 3 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | A (Buy) |
Fund Overview
The investment seeks long-term capital growth. The fund invests primarily at least 80% of net assets in common stocks of companies with small to mid-sized market capitalizations. It normally invests in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index. The fund currently invests its assets in SMID-Cap Portfolio (the "Portfolio"), a separate registered investment company with the same objective and policies as the fund. It may also invest in larger companies.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 10.6% |
| 1 Year | 7.1% |
| 3 Years (Annualized) | 27.5% |
| 5 Years (Annualized) | 9.5% |
| 10 Years (Annualized) |
Performance
The fund has returned 7.11 percent over the past year, 27.50 percent over the past three years, and 9.46 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.59 | 6.59 |
| Stocks | 93.41 | 93.41 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Markel Corporation | MKL | 8.33 | 4.39 |
| O'Reilly Automotive Inc | ORLY | 16.15 | 3.36 |
| Affiliated Managers Group Inc | AMG | 18.32 | 3.34 |
| Morningstar Inc | MORN | 5.82 | 3.33 |
| LKQ Corporation | LKQX | 4.42 | 3.11 |
Fees
Eaton Vance Atlanta Cap SMID-Cap Fund has an expense ratio of 1.20 percent.
