| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
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 28.03 percent over the past year, 13.30 percent over the past three years, and 0.15 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 20.1% |
| 1 Year | 28.0% |
| 3 Years (Annualized) | 13.3% |
| 5 Years (Annualized) | 0.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term growth of capital. The fund's sub-advisor is Horizon Asset Management LLC ("Horizon" or "Sub-Advisor"). In order to best implement its investment philosophy Horizon may allocate assets of the fund across the following strategies. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Liberty Street Horizon Fund has an expense ratio of 1.25 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
