Van Kampen Mid Cap Growth Fund

Time: 6 min 16 sec
*recorded 02/26/08

These comments were valid on the date the video was recorded. Markets move continuously. Ask your financial advisor for more up-to-date information.

 

Three Reasons to Consider Mid Cap Growth Fund
  1. A Turn-around Worth Noting
    On September 30, 2003 Dennis Lynch and the U.S. Growth team assumed management of Van Kampen Mid Cap Growth Fund. Since taking over the fund, the team has generated impressive absolute and relative performance returns, placing the fund in the top quartile of its Morningstar peer group for the period since the takeover*. View Zephyr Chart

    Overall Morningstar RatingTM as of 3/31/08*
    Morningstar awarded Van Kampen Mid Cap Growth Fund 4 stars for the Overall Morningstar Rating against 827 U.S.-domiciled mid cap growth funds based on risk-adjusted returns. Morningstar rates mutual funds from one to five stars based on how well they’ve performed compared to similar funds (after adjusting for risk and accounting for all sales charges).* The Overall Morningstar Rating for this fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year, if applicable, Morningstar Rating metrics.
  2. Experienced Management Team**
    The U.S. Growth team manages the fund. Current members of the team include Dennis Lynch, David Cohen, Sam Chainani and Alexander Norton.
  3. A Proven Process and Strategy
    The team's belief is that value-added investment results can be achieved more consistently through bottom-up analysis and judgment than through top-down forecasting. Through focused stock selection, they set about exploiting systematic market inefficiencies by making long-term investments in what they consider to be high-quality companies with sustainable competitive advantages and a favorable return-on-invested-capital trend.

Consider this fund if you seek to:

  • Invest in mid-cap growth stocks
  • Invest in a primarily domestic portfolio
  • Add a mid-cap allocation to your overall portfolio

Past performance is no guarantee of future results.

Percentile ranks based on returns calculated at NAV and do not include sales charges. If sales charges were included, performance would be lower and rank may be lower. In the Mid-Cap Growth category, the fund’s Class A shares ranked 112 out of 972 funds for the 1-year, 55 out of 827 funds for the 3-year, 95 out of 694 funds for the 5-year and 63 out of 305 funds for the 10-year periods that ended March 31, 2008. Rankings for other share classes may vary.

* Morningstar rated this fund (Class A shares) 4 stars for the overall, 4 stars for the 3-year and 5-year and 3 stars for the 10-year periods among 827, 827, 694 and 305 U.S.-domiciled mid-cap growth funds, respectively, based on risk-adjusted returns. For each fund with at least a 3-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Morningstar Rating is for Class A shares only; other classes may have different performance characteristics. ©2008 Morningstar, Inc. All Rights Reserved. This information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor it its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

** Team members may change without notice from time to time.
 

Risk Considerations

 

There is no assurance that a mutual fund will achieve its investment objective. Funds are subject to market risk, which is the possibility that the market values of securities owned by the fund will decline and that the value of fund shares may therefore be less than what you paid for them. Accordingly, you can lose money investing in this fund. Please be aware that this fund may be subject to certain additional risks. Mid-cap stocks. Stocks of medium-sized companies entail special risks, such as limited product lines, markets, and financial resources, and greater market volatility than securities of larger, more-established companies. Foreign and emerging markets. Investments in foreign markets entail special risks such as currency, political, economic, and market risks. The risks of investing in emerging-market countries are greater than the risks generally associated with foreign investments.
 

FUND FACTS


Objective
Seeks capital growth.

Portfolio
Invests primarily in common stocks and other equity securities of medium-sized growth companies.
 

 


Symbols

Class A: VGRAX
Class B: VGRBX
Class C: VGRCX
Class I: VGRDX
 

 


Materials

Investor Business Daily Reprint

Investor Guide

U.S. Growth Team Brochure

Fact Card

Prospectus
 

 


Please consider the investment objectives, risks, charges and expenses of the fund(s) carefully before investing. The prospectus contains this and other information about the fund(s). To obtain a prospectus, contact your financial advisor or download and/or order. Please read the prospectus carefully before investing.

Not FDIC Insured—Offer Not Bank Guaranteed—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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