2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#279 in Large Blend
U.S. News evaluated 498 Large Blend 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 15.80 percent over the past year, 7.18 percent over the past three years, 0.20 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.1%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||0.2%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term growth of capital; current income from interest and dividends is a secondary consideration. The fund invests primarily in common stocks, including dividend-paying stocks, of well-established U.S. companies of any size that the advisor believes are undervalued. The advisor believes that undervalued companies with good earnings prospects have superior appreciation potential with reasonable levels of risk.
Fees are Above Average compared to funds in the same category.
Stratton Mid Cap Value Fund has an expense ratio of 1.21 percent.
Risk is High compared to funds in the same category according to Morningstar.