3 / 5 Stars
4 4 3 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#61 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 24.42 percent over the past year, 13.91 percent over the past three years, 22.14 percent over the past five years, and 8.88 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||8.9%|
The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000 Index measured at the end of the previous twelve months. It invests in domestic growth-oriented small companies it believes exhibit the potential for superior growth.
Fees are High compared to funds in the same category.
SIT Small Cap Growth Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.