| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
3
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
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.
Performance
The fund has returned 20.62 percent over the past year, 11.89 percent over the past three years, and 4.39 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.7% |
| 1 Year | 20.6% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | 4.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests in securities that the fund's investment team believes are undervalued. It will typically invest most of its assets in equity securities of small-, mid-, or large-capitalization companies. The fund typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities. It will likely hold a more limited number of securities than many other mutual funds. The fund's investment team currently expects that it typically will hold between 15 and 40 securities positions. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
RS Investors Fund has an expense ratio of 2.05 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
