| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
3
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#89 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.
Performance
The fund has returned 7.87 percent over the past year, 11.35 percent over the past three years, and 6.73 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.8% |
| 1 Year | 7.9% |
| 3 Years (Annualized) | 11.3% |
| 5 Years (Annualized) | 6.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. It considers mid-capitalization companies to be those companies with total market capitalizations between $2 billion and $15 billion at the time of initial purchase. The equity securities in which the fund may invest include common stocks, preferred stocks, convertible securities, rights and warrants.
Fees
Fees are Low compared to funds in the same category.
Frost Mid Cap Equity Fund has an expense ratio of 1.25 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
