2 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 220 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 12.97 percent over the past year, 7.09 percent over the past three years, 4.24 percent over the past five years, and 9.29 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.6%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||9.3%|
The investment seeks long-term capital appreciation. The fund invests a majority of its net assets in the common stock of companies with market capitalizations under $20 billion at the time of investment. It may invest in other companies with market capitalizations above $20 billion, provided that immediately after that investment a majority of its net assets would be invested in companies with market capitalizations under $20 billion. The fund invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets and in emerging markets (for example, China, India and Colombia).
Fees are Low compared to funds in the same category.
Wanger Select Fund has an expense ratio of 0.91 percent.
Risk is High compared to funds in the same category according to Morningstar.