3 / 5 Stars
2 3 5 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#79 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 20.81 percent over the past year, 12.16 percent over the past three years, 17.20 percent over the past five years, and 6.73 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||6.7%|
The investment seeks to maximize long-term return on capital. The fund employs a "value approach" in making its common stock selections. Generally, it will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers.
Fees are High compared to funds in the same category.
Fenimore Asset Management Trust Value Fund has an expense ratio of 1.21 percent.
Risk is Low compared to funds in the same category according to Morningstar.