4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
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 27.58 percent over the past year, 13.02 percent over the past three years, 17.84 percent over the past five years, and 10.79 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.0%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||10.8%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations. The sub-adviser generally defines medium market capitalization companies as those whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Index or the Standard and Poor's MidCap 400 Index at the time of purchase. The fund may invest up to 25% of the Portfolio's assets at the time of purchase in securities of foreign issuers, including emerging markets securities, in addition to securities of domestic issuers.
Fees are Low compared to funds in the same category.
VY FMR Diversified Mid Cap Portfolio has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.