2 / 5 Stars
2 2 3 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#98 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap 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 24.95 percent over the past year, 9.55 percent over the past three years, 23.44 percent over the past five years, and 5.81 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||5.8%|
The investment seeks growth of capital, as well as income. The fund invests in securities that, in the Adviser's opinion, offer the opportunity for growth of capital and income. It may invest in the common stock of U.S. and foreign issuers that the Adviser believes are undervalued in relation to the quality of the securities and the long-term earning power of their issuers, regardless of short-term indicators. The adviser invests directly in equity or debt securities when it believes attractive investment opportunities exist.
Fees are Low compared to funds in the same category.
API Efficient Frontier Value Fund has an expense ratio of 1.64 percent.
Risk is Average compared to funds in the same category according to Morningstar.