3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#48 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 24.30 percent over the past year, 13.04 percent over the past three years, 23.46 percent over the past five years, and 8.84 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.6%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||8.8%|
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of assets (including any borrowings for investment purposes) in a broadly diversified portfolio of common stocks of mid-cap companies. The top 25 holdings will not constitute a large portion of assets. While it invests most assets in U.S. common stocks, the fund may also invest in foreign stocks in keeping with the fund's objectives.
Fees are High compared to funds in the same category.
T. Rowe Price Diversified Mid Cap Growth Fund has an expense ratio of 0.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.