5 / 5 Stars
5 5 4 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Mid-Cap Growth
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 53.78 percent over the past year, 24.55 percent over the past three years, and 33.70 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.5%|
|3 Years (Annualized)||24.6%|
|5 Years (Annualized)||33.7%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
Fees are Low compared to funds in the same category.
PrimeCap Odyssey Aggressive Growth Fund has an expense ratio of 0.64 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.