1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#177 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 37.42 percent over the past year, 8.86 percent over the past three years, 13.64 percent over the past five years, and 4.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||4.7%|
The investment seeks capital appreciation. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of the common stocks, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITS") and master limited partnerships ("MLPs ") (together "securities "), without regard to their market capitalization, of newly listed initial public offerings of domestic and foreign companies ("IPOs") that trade on a U.S. exchange.
Fees are Low compared to funds in the same category.
Global IPO Plus Aftermarket Fund has an expense ratio of 2.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.