Tarkio Fund

Class Other (TARKX)

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.

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Performance

The fund has returned 30.44 percent over the past year, and 11.87 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 2.0%
1 Year 30.4%
3 Years (Annualized) 11.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund, under normal market conditions, invests primarily in common stock of U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that could be viewed as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Tarkio Fund has an expense ratio of 1.11 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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