2 / 5 Stars
3 2 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#107 in Mid-Cap Growth
U.S. News evaluated 221 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 30.24 percent over the past year, 14.94 percent over the past three years, 19.41 percent over the past five years, and 7.80 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||30.7%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||7.8%|
The investment seeks to achieve capital growth; a secondary consideration is investment income. The fund invests primarily in common stocks of U.S. growth companies but may invest up to 25% of its net assets in foreign securities, some of which may be located in emerging market countries. It may invest up to 10% of its assets in real estate investment trusts ("REITs"). The fund may engage in derivative transactions to seek return, to hedge against fluctuations in securities prices, interest rates or currency exchange rates, or as a substitute for the purchase or sale of securities or currencies.
Fees are High compared to funds in the same category.
Eaton Vance Multi Cap Growth Fund has an expense ratio of 1.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.