2 / 5 Stars
3 2 3 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#150 in Mid-Cap Growth
U.S. News evaluated 217 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 35.41 percent over the past year, and 15.07 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||32.9%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks and other equity securities of small- and medium- sized companies. It invests primarily in common stocks and other equity securities, including preferred stocks, convertible securities, rights and warrants to purchase common stock and depositary receipts. The fund may invest up to 50% of total assets in the securities of foreign issuers, including those in emerging markets, and may invest up to 10% of total assets in REITs or foreign real estate companies.
Fees are Low compared to funds in the same category.
O'Shaughnessy Small/Mid Cap Growth Fund has an expense ratio of 1.44 percent.
Risk is High compared to funds in the same category according to Morningstar.