2 / 5 Stars
3 2 4 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 17.80 percent over the past year, 12.64 percent over the past three years, 20.03 percent over the past five years, and 7.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by normally investing at least 80% of its assets in common stocks of small- and mid-capitalization growth companies that fall within the market capitalization range of the Russell 2500TM Growth Index at the time of investment.
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.