3 / 5 Stars
4 4 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#26 in Mid-Cap Growth
U.S. News evaluated 223 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 42.58 percent over the past year, 16.78 percent over the past three years, 27.49 percent over the past five years, and 5.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.0%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||27.5%|
|10 Years (Annualized)||5.7%|
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of small and mid cap companies which have the potential to deliver superior long term earnings growth. It defines small cap companies with a market capitalization of less than $3 billion and mid cap companies as companies with a market capitalization between $3 billion and $12 billion. The fund manager's investment approach includes capitalization of less than $3 billion and mid cap companies as companies with a market capitalization between $3 billion and $12 billion.
Fees are Low compared to funds in the same category.
Tocqueville Opportunity Fund has an expense ratio of 1.30 percent.
Risk is High compared to funds in the same category according to Morningstar.