3 / 5 Stars
3 2 4 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#71 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 26.13 percent over the past year, 14.85 percent over the past three years, 24.86 percent over the past five years, and 7.64 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||24.9%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of small and mid capitalization growth companies with market capitalization from $300 million to $6 billion at the time of investment. The advisor uses a bottom-up investment approach employing fundamental analysis to identify individual companies for inclusion in the fund's portfolio. Its portfolio normally consists of approximately 70 to 90 companies.
Fees are Low compared to funds in the same category.
RBC SMID Cap Growth Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.