2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#135 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 17.56 percent over the past year, and 9.96 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests its assets primarily in the equity securities of companies that it believes are trading significantly below its estimate of their current worth. Normally, it invests at least 65% of its net assets in equity securities. Although the fund focuses on the securities of U.S. companies, it may invest up to 35% of its net assets in foreign securities.
Fees are High compared to funds in the same category.
Royce Partners Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.