4 / 5 Stars
4 2 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#31 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 28.72 percent over the past year, 18.45 percent over the past three years, 25.64 percent over the past five years, and 9.43 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||18.4%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in stocks of U.S. companies with small market capitalizations (the "80% Policy"). A portion of the fund's assets may also be invested in stocks of U.S. mid-market capitalization companies. The adviser defines "stocks of U.S. companies" as companies that do business in the U.S., are organized in the U.S. or whose stock is traded on a U.S. exchange or over-the-counter market.
Fees are Low compared to funds in the same category.
Value Line Small Cap Opportunities Fund has an expense ratio of 1.28 percent.
Risk is Low compared to funds in the same category according to Morningstar.