| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#75 in Mid-Cap Blend
U.S. News evaluated 144 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 37.02 percent over the past year, 12.59 percent over the past three years, 3.43 percent over the past five years, and 11.50 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 19.9% |
| 1 Year | 37.0% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks long-term capital appreciation. The fund invests principally in equity securities that the fund's investment team believes are undervalued, of companies with market capitalizations between $1 billion and 120% of the market capitalization of the largest company included in the Russell Midcap® Index on the last day of the most recent quarter. It typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities.
Fees
Fees are Average compared to funds in the same category.
RS Value Fund has an expense ratio of 1.28 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
