3 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#37 in Mid-Cap Blend
U.S. News evaluated 138 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 25.24 percent over the past year, 15.23 percent over the past three years, and 28.67 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||28.7%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Keeley All Cap Value Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.