3 / 5 Stars
4 5 3 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#23 in Mid-Cap Growth
U.S. News evaluated 221 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 29.96 percent over the past year, 14.54 percent over the past three years, 19.55 percent over the past five years, and 10.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.1%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||10.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid-size companies. It may invest up to 20% of its total assets in debt securities. The fund may invest up to 20% of its net assets in REITs. It may invest up to 20% of its total assets in equity and debt securities of non-U.S. issuers. The fund may invest in initial public offerings of equity securities.
Fees are Low compared to funds in the same category.
Pioneer Select Mid Cap Growth Fund has an expense ratio of 1.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.