| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
5
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#39 in Mid-Cap Blend
U.S. News evaluated 145 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 9.92 percent over the past year, 12.69 percent over the past three years, and 9.23 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | 9.9% |
| 3 Years (Annualized) | 12.7% |
| 5 Years (Annualized) | 9.2% |
| 10 Years (Annualized) | N/A |
Summary
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. 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
Fees are Above Average compared to funds in the same category.
Stewart Capital Mid Cap Fund has an expense ratio of 1.50 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
