3 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 213 Small 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 5.32 percent over the past year, 9.28 percent over the past three years, and 5.62 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.3%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||5.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital growth. The fund invests primarily in stocks of U.S. companies with small and medium market capitalizations that the sub-advisers believe have the potential for above average growth. It invests at least 80% of its net assets in common stocks of small- and medium-sized U.S. companies. Generally, small- and mid-cap companies include companies whose market capitalizations, at the time of purchase, are equal to or less than the largest company in the Russell Midcap Index during the most recent 12-month period.
Fees are Average compared to funds in the same category.
VALIC Company I Small-Mid Growth Fund has an expense ratio of 0.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.