4 / 5 Stars
5 5 3 1 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#71 in Mid-Cap Growth
U.S. News evaluated 220 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 21.96 percent over the past year, and 15.25 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||17.3%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||N/A|
|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 industries or industry groups of the economy that are typically not highly correlated with the overall market, such as the industry group consisting of biotechnology and pharmaceutical companies.
Fees are Low compared to funds in the same category.
Eventide Gilead Fund has an expense ratio of 1.63 percent.
Risk is High compared to funds in the same category according to Morningstar.