4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#34 in Mid-Cap Growth
U.S. News evaluated 221 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 22.61 percent over the past year, 13.76 percent over the past three years, 20.02 percent over the past five years, and 10.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.4%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||10.1%|
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 are Low compared to funds in the same category.
Vanguard Mid-Cap Growth has an expense ratio of 0.51 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.