2 / 5 Stars
2 1 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#206 in Large Blend
U.S. News evaluated 486 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 25.47 percent over the past year, 10.37 percent over the past three years, 14.36 percent over the past five years, and 7.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term growth of capital; current income from interest and dividends is a secondary consideration. The fund invests, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Index.
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.