3 / 5 Stars
4 3 5 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#88 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 22.10 percent over the past year, 13.48 percent over the past three years, 20.46 percent over the past five years, and 9.83 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||9.8%|
The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in common stocks of mid-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell Midcap Index at the time of purchase. It seeks to reduce risk by diversifying among many companies, sectors and industries. At times, the Portfolio Manager may emphasize certain sectors that he believes will benefit from market or economic trends.
Fees are High compared to funds in the same category.
Neuberger Berman Mid Cap Growth Fund has an expense ratio of 1.11 percent.
Risk is Low compared to funds in the same category according to Morningstar.