3 / 5 Stars
3 3 2 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#67 in Mid-Cap Growth
U.S. News evaluated 221 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 25.58 percent over the past year, 12.67 percent over the past three years, 18.07 percent over the past five years, and 8.76 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.5%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||8.8%|
The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of its net assets in the common stocks of companies with capitalizations of $2 billion to $15 billion at the time of purchase. The Adviser invests in domestic growth-oriented medium to small companies it believes exhibit the potential for superior growth. The Adviser believes that a company's earnings growth is the primary determinant of its potential long-term return and evaluates a company's potential for above average long-term earnings and revenue growth.
Fees are Low compared to funds in the same category.
SIT Mid Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.