2 / 5 Stars
1 1 3 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
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 24.28 percent over the past year, 8.43 percent over the past three years, 20.69 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||7.2%|
The investment seeks to provide growth of capital. The fund invests primarily in common stocks of emerging growth companies. It normally invests at least 80% of its net assets in equity securities (the "80% Policy"). The fund may invest up to 25% of its total assets in foreign securities, some of which may be located in emerging market countries.
Fees are Low compared to funds in the same category.
Eaton Vance Special Equities Fund has an expense ratio of 2.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.