3 / 5 Stars
3 3 3 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#105 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 23.64 percent over the past year, 14.48 percent over the past three years, 22.04 percent over the past five years, and 6.61 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term growth of capital. The fund invests at least 80% of the fund's total assets in U.S. common stocks without regard to market capitalizations. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. The fund invests its assets in the securities of a limited number of companies, which the fund's Investment Manager believes show a high probability for superior growth.
Fees are High compared to funds in the same category.
Timothy Plan Aggressive Growth Fund has an expense ratio of 1.86 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.