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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 219 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.39 percent over the past year, and 15.13 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.7% |
| 1 Year | 26.4% |
| 3 Years (Annualized) | 15.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to seek long-term growth of capital (capital appreciation). The fund attempts to achieve its investment objective by investing primarily in common stocks of small and medium capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of small and medium capitalization companies. For purposes of this policy, small and medium capitalization companies have market capitalizations that fall within the market capitalization range of companies in the Russell 2500® Growth Index at the time of purchase.
Fees
Fees are Below Average compared to funds in the same category.
Penn Series SMID Cap Growth Fund has an expense ratio of 1.05 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
