4 / 5 Stars
4 3 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 145 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 25.37 percent over the past year, 14.87 percent over the past three years, 5.29 percent over the past five years, and 11.32 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.8%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||5.3%|
|10 Years (Annualized)||11.3%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in midcap stocks. It invests in companies included in the S&P® MidCap 400 Index or the Russell Midcap® Index at the time of purchase. The fund's managers seek to maintain a portfolio that has exposure to industries and market capitalizations that are generally similar to those of the S&P MidCap 400 Index. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Dreyfus MidCap Core Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.