2 / 5 Stars
2 1 2 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#141 in Mid-Cap Growth
U.S. News evaluated 219 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 28.36 percent over the past year, 13.83 percent over the past three years, 6.16 percent over the past five years, and 6.89 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||12.7%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term capital growth. The fund invests primarily in the common stocks of small- and medium-size companies that the fund believes are selling at attractive prices relative to their intrinsic value. The Adviser defines small- and medium-size companies as companies with market capitalizations between $250 million and $8.5 billion at the time of their purchase. The fund also may invest in American Depositary Receipts ("ADRs") of such companies.
Fees are Average compared to funds in the same category.
Fountainhead Special Value Fund has an expense ratio of 1.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.