Motley Fool Great America Fund

Scorecard
5 / 5 Stars
Lipper
5 4 5 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#22 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.73 percent over the past year, and 15.58 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 2.7%
1 Year 21.7%
3 Years (Annualized) 15.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of companies organized in the United States that are engaged in a broad range of industries. It invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in securities issued by United States companies. The fund limits its investments in large capitalization companies to no more than 25% of net assets. It generally invests in companies that have attractive balance sheets and high internal rates of return.

Fees

Fees are Low compared to funds in the same category.
Motley Fool Great America Fund has an expense ratio of 1.38 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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