5 / 5 Stars
5 5 5 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 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 35.72 percent over the past year, and 19.80 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||19.8%|
|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. The Adviser's 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 based on a systematic methodology. From this universe, the Adviser uses a proprietary strategy to construct a portfolio of approximately 75-120 of the highest ranked common stocks that is weighted based on the Adviser's assessment of a security's fundamental value.
Fees are High compared to funds in the same category.
Formula Investing U.S. Value Select Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.