4 / 5 Stars
4 3 5 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#29 in Mid-Cap Growth
U.S. News evaluated 220 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 17.39 percent over the past year, 16.12 percent over the past three years, 6.77 percent over the past five years, and 10.31 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.9%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term growth of capital. The fund normally invests at least 65% of assets in U.S. common stocks of small capitalization (including micro capitalization) companies, or companies with a market capitalization of $2.5 billion or less at the time of purchase. It may invest a portion of its assets in mid-capitalization companies. The Adviser considers companies with a market capitalization of $2.5 billion or less to be small capitalization companies and those with a market capitalization greater than $2.5 billion but less than $10 billion to be mid-capitalization companies.
Fees are Low compared to funds in the same category.
Value Line Small Cap Opportunities Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.