4 / 5 Stars
3 2 5 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#38 in Mid-Cap Growth
U.S. News evaluated 221 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 22.74 percent over the past year, 12.93 percent over the past three years, 18.97 percent over the past five years, and 9.51 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||9.5%|
The investment seeks capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in common stocks of mid-cap companies and shares of ETFs that invest primarily in common stocks of mid-cap companies. The Adviser defines "mid-cap" companies as those whose market capitalization (number of shares outstanding multiplied by share price) falls within the range of $500 million to $8 billion at the time of purchase. The fund may invest up to 25% of its net assets in ETFs and may invest up to 25% of its net assets in foreign issuers.
Fees are Low compared to funds in the same category.
Government Street Mid Cap Fund has an expense ratio of 1.06 percent.
Risk is Low compared to funds in the same category according to Morningstar.