2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#124 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 23.76 percent over the past year, 11.35 percent over the past three years, and 16.23 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of other investment companies using a "fund upgrading" strategy. It primarily invests in open-end equity mutual funds and exchange-traded funds ("ETFs") using its fund upgrading strategy. These underlying funds may, in turn, invest in a broad range of equity securities, including foreign securities and securities of issuers located in emerging markets. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Sound Mind Investing Fund has an expense ratio of 1.17 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.