5 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#7 in Mid-Cap Blend
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.
The fund has returned 19.16 percent over the past year, 12.18 percent over the past three years, and 9.03 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.5%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||9.0%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks. It attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager will invest in positions in the United States and other developed markets. The fund will invest significantly in small and mid-cap companies.
Fees are Above Average compared to funds in the same category.
Prospector Opportunity Fund has an expense ratio of 1.36 percent.
Risk is Low compared to funds in the same category according to Morningstar.