3 / 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 24.75 percent over the past year, 13.38 percent over the past three years, 20.56 percent over the past five years, and 8.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies having a market capitalization within the range of companies in the Russell Midcap® Growth Index or the Standard and Poor's MidCap 400 Index at the time of purchase. The sub-adviser ("Sub-Adviser") focuses on mid-sized companies whose earnings are expected to grow at a rate faster than the average company.
Fees are Low compared to funds in the same category.
VY T. Rowe Price Diversified Mid Cap Growth Portfolio has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.