1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 135 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 16.59 percent over the past year, 5.90 percent over the past three years, 16.74 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowing for investment purposes) in mid-capitalization companies that are, at the time of purchase, within the market capitalization range of companies that comprise the Russell Midcap® Index. It uses an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to select investments.
Fees are High compared to funds in the same category.
Pacific Advisors Mid Cap Value Fund has an expense ratio of 3.69 percent.
Risk is High compared to funds in the same category according to Morningstar.