2 / 5 Stars
1 1 3 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#180 in Mid-Cap Growth
U.S. News evaluated 222 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 16.26 percent over the past year, 8.05 percent over the past three years, 17.98 percent over the past five years, and 7.59 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||7.6%|
The investment seeks total return. The fund normally invests primarily in equity securities. Although the fund can invest in equity securities of any size, it intends to focus its investments on mid-cap companies. Mid-Cap companies are companies with market capitalizations within the range of capitalizations of companies included in the Russell Midcap Growth Index. Although it invests primarily in U.S. traded securities (including depositary receipts evidencing ownership in underlying foreign stocks), the fund may invest up to 25% of its total assets in foreign securities, including those trading in developed and emerging international markets.
Fees are High compared to funds in the same category.
Eaton Vance Atlanta Capital Horizon Growth Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.