| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#159 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.
Performance
The fund has returned 13.70 percent over the past year, and 6.86 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.6% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | 6.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation without regard to current income. The fund is a "fund of funds" that principally invests in other mutual funds. Its investment advisor seeks to achieve the fund's investment objective of capital appreciation by investing in no-load, institutional, and exchange-traded funds registered under the Investment Company Act of 1940. Although the fund principally invests in portfolio funds with no sales related expenses or very low sales related expenses, the fund is not precluded from investing in portfolio funds with sales-related expenses, redemption fees, and/or service fees in excess of 0.25%.
Fees
Fees are Low compared to funds in the same category.
ISM Dynamic Growth Fund has an expense ratio of 1.38 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
