| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#59 in Mid-Cap Blend
U.S. News evaluated 144 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 29.91 percent over the past year, and 13.88 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.3% |
| 1 Year | 29.9% |
| 3 Years (Annualized) | 13.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests in equity securities of companies that satisfy the investment criteria. These companies are selected from a universe of companies that have produced long-term records of persistently high returns on shareholder equity. In order to qualify for this universe, each company must have a market capitalization of $1 billion or more, and a "return on equity" of 15% or greater in each of the last 10 years as determined by the adviser. Equity securities in which the fund may invest as a principal strategy consist primarily of common stocks of U.S. companies.
Fees
Fees are Below Average compared to funds in the same category.
Jensen Quality Value Fund has an expense ratio of 1.10 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
