| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
3
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#29 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 12.37 percent over the past year, 16.91 percent over the past three years, 8.72 percent over the past five years, and 10.73 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.2% |
| 1 Year | 12.4% |
| 3 Years (Annualized) | 16.9% |
| 5 Years (Annualized) | 8.7% |
| 10 Years (Annualized) | 10.7% |
Summary
The investment seeks long-term capital growth. The fund typically invests in a portfolio of small- and mid-capitalization growth-oriented companies. Its investment team currently expects that the fund typically will hold between 40 and 60 securities positions. The fund typically invests most of its assets in securities of U.S. companies but may also invest a portion of its assets in foreign securities. It invests principally in equity securities of companies with market capitalizations (at the time of purchase) of either up to $8 billion or 120% of the market capitalization of the largest company included in the Russell 2500® Index.
Fees
Fees are Low compared to funds in the same category.
RS Select Growth Fund has an expense ratio of 1.35 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
