2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#109 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 35.30 percent over the past year, 10.94 percent over the past three years, 20.13 percent over the past five years, and 6.84 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||6.8%|
The investment seeks long-term capital appreciation. The fund normally invests primarily in a diversified portfolio of equity and equity-related securities. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). The fund may invest up to 25% of its total assets in foreign securities that are not publicly traded in the U.S. It also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities.
Fees are Low compared to funds in the same category.
U.S. Global Investors Holmes Macro Trends Fund has an expense ratio of 1.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.