4 / 5 Stars
5 4 3 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#71 in Mid-Cap Blend
U.S. News evaluated 140 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 25.54 percent over the past year, 13.50 percent over the past three years, and 25.56 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of long-term capital appreciation by investing in securities of medium-sized companies. The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).
Fees are High compared to funds in the same category.
Thompson MidCap Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.