3 / 5 Stars
2 2 2 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#131 in Mid-Cap Growth
U.S. News evaluated 223 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 28.19 percent over the past year, 11.30 percent over the past three years, and 24.92 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||24.9%|
|10 Years (Annualized)||N/A|
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. The advisor considers mid-capitalization companies to be those companies with total market capitalizations between $2 billion and $20 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 are Low compared to funds in the same category.
Frost Mid Cap Equity Fund has an expense ratio of 1.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.