4 / 5 Stars
5 5 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#8 in Mid-Cap Blend
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 43.45 percent over the past year, 18.51 percent over the past three years, and 29.21 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.6%|
|3 Years (Annualized)||18.5%|
|5 Years (Annualized)||29.2%|
|10 Years (Annualized)||N/A|
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 25 and 30 securities positions. The fund is non-diversified.
Fees are Low compared to funds in the same category.
RS Investors Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.