3 / 5 Stars
2 2 5 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#63 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 23.78 percent over the past year, 13.60 percent over the past three years, and 25.32 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.0%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||25.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets plus borrowings in equity securities of mid-capitalization companies. "Mid-capitalization companies" are those that, at the time of purchase, have market capitalizations that fall within the market capitalization range of companies within the Russell MidCap® Value Index. It typically invests in 30 to 60 companies whose stock prices, the Adviser believes, are lower than the actual value of the companies. The fund will invest in foreign companies that are traded on a U.S. exchange, and through depositary receipts.
Fees are Low compared to funds in the same category.
Stewart Capital Mid Cap Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.