4 / 5 Stars
4 3 4 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#36 in Mid-Cap Blend
U.S. News evaluated 135 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 25.75 percent over the past year, 13.26 percent over the past three years, and 22.04 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of mid cap companies. It normally invests at least 80% of its assets in mid cap equity securities. The equity securities in which the fund invests include common stocks, depositary receipts, preferred stocks, convertible securities, warrants and other rights, and real estate investment trusts ("REITs"). It will invest primarily in securities of U.S. companies, but may invest up to 20% of the portfolio in foreign companies, including those located in developing countries or emerging markets; American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").
Fees are Average compared to funds in the same category.
Scout Mid Cap Fund has an expense ratio of 1.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.