3 / 5 Stars
4 4 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#19 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 36.64 percent over the past year, 17.45 percent over the past three years, 26.72 percent over the past five years, and 8.00 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term capital growth. The fund invests principally in equity securities. It normally invests at least 80% of its net assets in companies considered by the fund's investment team at the time to be mid-capitalization companies. The fund's investment team currently considers a company to be a mid-capitalization company if the company has a market capitalization of at least $1 billion and at most 120% of the market capitalization of the largest company included in the Russell Midcap® Index. It typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities.
Fees are Low compared to funds in the same category.
RS Mid Cap Growth Fund has an expense ratio of 1.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.