1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#102 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 29.95 percent over the past year, 0.25 percent over the past three years, 4.87 percent over the past five years, and -1.32 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||-1.3%|
The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the common stocks of publicly-traded companies. It buys shares in companies of all sizes, and although emphasis is placed on larger companies, small and medium sized companies may occasionally make up a significant portion of the fund's portfolio. The fund may invest up to 15% of its net assets in a variety of debt securities, some of which may be considered below "investment grade" and some of which may be unrated. It is non-diversified.
Fees are High compared to funds in the same category.
Nysa Fund has an expense ratio of 4.94 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.