1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#176 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 18.25 percent over the past year, 7.95 percent over the past three years, 22.25 percent over the past five years, and 4.19 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||4.2%|
The investment seeks capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. The fund's subadviser considers medium market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of the Russell Midcap® Growth Index. The investment strategy emphasizes companies believed by the subadviser to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles.
Fees are Low compared to funds in the same category.
Virtus Mid Cap Growth Fund has an expense ratio of 1.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.