4 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 32.58 percent over the past year, 14.19 percent over the past three years, 26.82 percent over the past five years, and 11.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.5%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||26.8%|
|10 Years (Annualized)||11.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers whose market capitalization falls within the range of companies included in either the S&P MidCap 400® Index or the Russell MidCap® Growth Index at the time of purchase. The fund may invest up to 25% of its total assets in foreign securities. It may also invest in fixed income securities without regard to quality, maturity, or rating, including up to 10% of its total assets in non-investment grade fixed income securities.
Fees are Low compared to funds in the same category.
Great-West T. Rowe Price Mid Cap Growth Fund has an expense ratio of 1.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.