3 / 5 Stars
4 3 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#68 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 36.68 percent over the past year, 14.24 percent over the past three years, 22.16 percent over the past five years, and 10.61 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||7.9%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term capital growth. The fund primarily invests at least 80% of its net assets in common stocks or other equity securities, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in companies whose market capitalization falls within the Russell Midcap Growth Index. It may invest any portion of its assets in securities of Canadian issuers and up to 20% of its assets in other foreign securities, including emerging markets securities.
Fees are High compared to funds in the same category.
Loomis Sayles Mid Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.