1 / 5 Stars
1 1 2 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#172 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 27.55 percent over the past year, 8.52 percent over the past three years, and 20.63 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||N/A|
The investment seeks maximum capital appreciation, consistent with reasonable risk to principal. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid cap companies. It focuses on U.S. companies with total market capitalizations (number of shares outstanding multiplied by share price) which, at the time of initial purchase, fall within the range of companies in the Russell Midcap Index.
Fees are Low compared to funds in the same category.
Rice Hall James Mid Cap Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.