3 / 5 Stars
4 3 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#79 in Mid-Cap Growth
U.S. News evaluated 220 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 3.75 percent over the past year, 12.74 percent over the past three years, 6.97 percent over the past five years, and 10.51 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.3%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||10.5%|
The investment seeks long-term capital appreciation. The fund normally invests in common stocks of publicly traded companies that the sub-adviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, the ability to increase market share, strong earnings growth potential and experienced management. It normally invests at least 80% of net assets plus borrowings in medium capitalization U.S. companies. The fund may also invest up to 10% of assets in ETFs.
Fees are Low compared to funds in the same category.
HighMark Geneva Mid Cap Growth Fund has an expense ratio of 1.38 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.