Roosevelt Multi-Cap Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 3 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#118 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.

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Performance

The fund has returned 22.96 percent over the past year, 10.29 percent over the past three years, 15.93 percent over the past five years, and 8.18 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 23.0%
3 Years (Annualized) 10.3%
5 Years (Annualized) 15.9%
10 Years (Annualized) 8.2%

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Summary

The investment seeks long term capital appreciation. The fund invests primarily in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. It may also invest in common stock equivalents (such as warrants and rights), shares of open- and closed-end mutual funds and exchange-traded funds ("ETFs") that invest primarily in equity securities, and equity real estate investment trusts. While the fund primarily invests in U.S. securities, it may invest in foreign securities, some of which may be located in emerging market countries.

Fees

Fees are Low compared to funds in the same category.
Roosevelt Multi-Cap Fund has an expense ratio of 1.16 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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