5 / 5 Stars
5 5 3 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#6 in Mid-Cap Blend
U.S. News evaluated 140 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 27.03 percent over the past year, and 16.24 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund will normally invest at least 80% of its net assets in the securities of U.S. companies. Gotham Asset Management, LLC's ("Gotham" or the "Adviser") security selection process begins by analyzing a proprietary database of a universe of the largest 1,400 U.S. listed securities measured by market capitalization and ranking the securities using a proprietary systematic methodology.
Fees are High compared to funds in the same category.
Formula Investing U.S. Value 1000 Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.