4 / 5 Stars
4 4 3 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 21.14 percent over the past year, 13.35 percent over the past three years, and 25.60 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||N/A|
The investment seeks investment results that match, before fees and expenses, the performance of the S&P MidCap 400 Pure Growth Index for mid-cap growth securities on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.
Fees are High compared to funds in the same category.
Rydex Series S&P MidCap 400 Pure Growth Fund has an expense ratio of 2.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.