5 / 5 Stars
5 5 4 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 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 47.03 percent over the past year, 23.70 percent over the past three years, and 29.29 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||23.7%|
|5 Years (Annualized)||29.3%|
|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 Below Average compared to funds in the same category.
PrimeCap Odyssey Aggressive Growth Fund has an expense ratio of 0.64 percent.
Risk is High compared to funds in the same category according to Morningstar.