4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 21.02 percent over the past year, 15.38 percent over the past three years, 20.69 percent over the past five years, and 9.85 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.6%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||9.9%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the securities of small-sized growth companies with market capitalizations of under $2.5 billion as measured at the time of purchase. Because of its long-term approach, the Portfolio could have a significant percentage of its assets invested in securities that have appreciated beyond their original market capitalizations. It may invest up to 20% in foreign securities, including American Depositary Receipts.
Fees are Low compared to funds in the same category.
VY Baron Growth Portfolio has an expense ratio of 1.49 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.