2 / 5 Stars
4 3 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#37 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 27.61 percent over the past year, 14.54 percent over the past three years, and 19.57 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital. The fund pursues its investment objective by primarily investing in U.S. and foreign equity stocks. The fund's equity investments may include common stock, preferred stock, securities convertible into common stock, warrants, rights and other equity securities having the characteristics of common stock (such as depositary receipts). It may invest in any size company, including small- and medium-sized companies, and may invest in companies which are financially distressed. The fund is non-diversified.
Fees are High compared to funds in the same category.
Liberty Street Horizon Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.