4 / 5 Stars
5 5 3 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 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 34.87 percent over the past year, 20.68 percent over the past three years, and 22.71 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.2%|
|3 Years (Annualized)||20.7%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. Normally, the fund invests primarily in a broad range of equity securities without limitation to market capitalization. It may invest without limitation in securities in companies domiciled outside the United States either directly or through ADRs. From time to time, the fund may invest a substantial portion of its assets in the stock of companies in one or more sectors of the economy that are typically not highly correlated with the overall market, such as the healthcare and life sciences sector.
Fees are Low compared to funds in the same category.
Eventide Gilead Fund has an expense ratio of 1.62 percent.
Risk is High compared to funds in the same category according to Morningstar.