2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#170 in Mid-Cap Growth
U.S. News evaluated 222 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 20.60 percent over the past year, 11.33 percent over the past three years, 20.30 percent over the past five years, and 4.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||4.2%|
The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the Russell Midcap Growth Index. Equity securities in which the fund may invest include common stocks, rights and warrants, and American Depository Receipts ("ADRs"). Derivatives in which the fund may invest include options, futures contracts, swap agreements, and forward contracts. It may hold securities of any duration or maturity. Fixed income securities in which the fund may invest may pay fixed or variable rates of interest. The fund may invest in a variety of investment vehicles, principally closed-end funds, ETFs and other mutual funds.
Fees are High compared to funds in the same category.
Guggenheim StylePlus - Mid Growth Fund has an expense ratio of 1.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.