2 / 5 Stars
3 2 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#174 in Mid-Cap Growth
U.S. News evaluated 222 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 18.48 percent over the past year, 10.57 percent over the past three years, 22.95 percent over the past five years, and 8.87 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.1%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets in equity securities of mid cap U.S. companies. Equity securities include common and preferred stocks, as well as convertible securities. The investment advisor chooses stocks of mid cap companies that have significant growth potential, including securities of companies that have not reached full maturity, but that have above-average sales and earnings growth.
Fees are High compared to funds in the same category.
Wilmington Mid Cap Growth Fund has an expense ratio of 1.24 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.