| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
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.
Performance
The fund has returned 22.51 percent over the past year, 13.60 percent over the past three years, and 3.61 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.2% |
| 1 Year | 22.5% |
| 3 Years (Annualized) | 13.6% |
| 5 Years (Annualized) | 3.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund intends to pursue its investment objective by investing in common stock and other equity securities (including preferred stock, convertible debt securities and warrants) of companies of any market capitalization. It may invest in what normally are considered small-cap stocks, mid-cap stocks and large-cap stocks. The fund may concentrate its investments in one of those categories, two of them or all of them, and may change the allocation of its investments at any time.
Fees
Fees are Above Average compared to funds in the same category.
Keeley All Cap Value Fund has an expense ratio of 1.14 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
