3 / 5 Stars
3 4 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#25 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 23.02 percent over the past year, 14.80 percent over the past three years, and 21.02 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common and preferred stocks of U.S. mid-capitalization companies. The subadvisor considers the term "mid-capitalization companies" to refer to companies that, at the time of purchase, are within the range of capitalizations of companies in the Russell Midcap® Growth Index.
Fees are High compared to funds in the same category.
TimesSquare Mid Cap Growth Fund has an expense ratio of 1.06 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.