3 / 5 Stars
4 5 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#59 in Mid-Cap Growth
U.S. News evaluated 220 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 12.62 percent over the past year, 13.26 percent over the past three years, 6.27 percent over the past five years, and 10.73 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||6.3%|
|10 Years (Annualized)||10.7%|
The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of medium-sized domestic companies. Under normal circumstances, the fund invests at least 80% of its assets in mid-cap equity securities. The fund invests primarily in equity securities of medium-sized domestic companies, as defined by the fund's benchmark index (the Russell Midcap® Growth Index), that the advisor believes present the opportunity for growth. It may invest up to 20% of its assets in foreign investments.
Fees are Low compared to funds in the same category.
TIAA-CREF Mid-Cap Growth Fund has an expense ratio of 0.48 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.