3 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#44 in Mid-Cap Growth
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 28.60 percent over the past year, 16.46 percent over the past three years, 31.28 percent over the past five years, and 8.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||31.3%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies with medium market capitalization. Under normal circumstances, 50% or more of its investments consist of common stocks of medium capitalization companies which typically have a market capitalization of between $1 billion to $10 billion. The fund invests at least 65% of total assets in common stocks and other equity securities. It may also invest in small capitalization companies and, from time to time, large capitalization.
Fees are Low compared to funds in the same category.
Kirr Marbach Partners Value Fund has an expense ratio of 1.45 percent.
Risk is High compared to funds in the same category according to Morningstar.