4 / 5 Stars
4 3 4 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 20.58 percent over the past year, 13.74 percent over the past three years, 21.19 percent over the past five years, and 9.69 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||9.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the fund's assets in equity securities (i.e., common stocks, preferred stocks, convertible securities and rights and warrants) of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the S&P MidCap 400® Index. Although the fund will primarily be invested in domestic securities, up to 25% of the fund's assets may be invested in foreign securities.
Fees are High compared to funds in the same category.
Munder Mid-Cap Core Growth Fund has an expense ratio of 1.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.