2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 25.71 percent over the past year, 12.31 percent over the past three years, 24.34 percent over the past five years, and 7.10 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.2%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||7.1%|
The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in common stocks or securities convertible into common stocks of companies with market capitalizations similar to the market capitalizations of the companies included in the Russell MidCap® Value Index. It invests in stocks of companies that exhibit attractive fundamental valuation measures such as price-to-earnings or price-to-book ratios.
Fees are Low compared to funds in the same category.
Quaker Mid Cap Value Fund has an expense ratio of 1.94 percent.
Risk is Average compared to funds in the same category according to Morningstar.