2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#161 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.
The fund has returned 3.95 percent over the past year, 6.69 percent over the past three years, 4.72 percent over the past five years, and 6.83 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.4%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in common stocks of companies with a market capitalization of between $1 billion and $10 billion. The Adviser employs a bottom-up, multi-faceted investment approach, which combines fundamental, technical and macro-economic factors in its stock selection process. Based on market conditions, it may be over-weighted in stocks of companies operating in volatile industry sectors. The fund may invest up to 5% of its net assets in ETFs and up to 10% of its net assets in foreign stocks, which is accomplished primarily through ADRs.
Fees are Low compared to funds in the same category.
Monetta Trust Mid Cap Equity Fund has an expense ratio of 3.71 percent.
Risk is Average compared to funds in the same category according to Morningstar.