2 / 5 Stars
3 3 1 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 24.45 percent over the past year, 11.11 percent over the past three years, 24.76 percent over the past five years, and 8.55 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.3%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||24.8%|
|10 Years (Annualized)||8.6%|
The investment seeks long term capital growth. The fund invests primarily in equity securities of medium-sized companies (those with a market capitalization between $1 billion and $15 billion) that its Adviser believes offer opportunities for capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in equity securities of medium-sized companies.
Fees are Below Average compared to funds in the same category.
Johnson Disciplined Mid Cap Fund has an expense ratio of 1.00 percent.
Risk is High compared to funds in the same category according to Morningstar.