3 / 5 Stars
2 2 3 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#82 in Mid-Cap Growth
U.S. News evaluated 222 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 25.70 percent over the past year, 11.12 percent over the past three years, 21.02 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||8.4%|
The investment seeks to offer high long-term capital appreciation. The fund invests primarily in common stocks of small- to mid-capitalization U.S. and foreign companies. One or more of the fund's subadvisers employing an "actively-managed" strategy seeks to select common stocks it believes offer the opportunity for high capital appreciation. In addition, a portion of the fund invests in (or obtains exposure to) stocks included in a custom version of the Russell Midcap® Growth Index, following an indexed or "passively managed" approach to investing. The range of stocks in which the fund generally invests is expected to be that of the Russell Midcap® Index.
Fees are Below Average compared to funds in the same category.
Vantagepoint Aggressive Opportunities Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.