| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#21 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.
Performance
The fund has returned 10.19 percent over the past year, 13.65 percent over the past three years, 7.16 percent over the past five years, and 10.68 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.3% |
| 1 Year | 10.2% |
| 3 Years (Annualized) | 13.7% |
| 5 Years (Annualized) | 7.2% |
| 10 Years (Annualized) | 10.7% |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in common stocks of mid-size companies. In selecting investments, each advisor invests in those mid-size companies that it believes have the best prospects for future growth. The fund uses multiple investment advisors.
Fees
Fees are Low compared to funds in the same category.
Vanguard Mid-Cap Growth has an expense ratio of 0.54 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
