Stewart Capital Mid Cap Fund

Class Other (SCMFX)
Scorecard
3 / 5 Stars
Lipper
2 2 5 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#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.

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Performance

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%
1 Year 23.8%
3 Years (Annualized) 13.6%
5 Years (Annualized) 25.3%
10 Years (Annualized) N/A

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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. "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

Fees are Low compared to funds in the same category.
Stewart Capital Mid Cap Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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