3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 223 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 22.09 percent over the past year, 12.23 percent over the past three years, 24.01 percent over the past five years, and 10.04 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in U.S. mid-cap companies. The fund may also invest up to 10% of its assets in exchange-traded funds ("ETFs").
Fees are Low compared to funds in the same category.
Nationwide Geneva Mid Cap Growth Fund has an expense ratio of 1.38 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.