2 / 5 Stars
1 1 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#156 in Mid-Cap Growth
U.S. News evaluated 222 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 17.64 percent over the past year, 9.60 percent over the past three years, 13.27 percent over the past five years, and 8.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||13.3%|
|10 Years (Annualized)||8.1%|
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 are High compared to funds in the same category.
Roosevelt Multi-Cap Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.