2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 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 26.89 percent over the past year, 10.77 percent over the past three years, 22.43 percent over the past five years, and 8.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||22.4%|
|10 Years (Annualized)||8.5%|
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 are Low compared to funds in the same category.
RS Value Fund has an expense ratio of 1.68 percent.
Risk is Average compared to funds in the same category according to Morningstar.