| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#93 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.27 percent over the past year, 7.45 percent over the past three years, 3.31 percent over the past five years, and 10.10 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 9.3% |
| 3 Years (Annualized) | 7.4% |
| 5 Years (Annualized) | 3.3% |
| 10 Years (Annualized) | 10.1% |
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 1.25 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
