4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 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 35.46 percent over the past year, 18.24 percent over the past three years, 28.53 percent over the past five years, and 8.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.9%|
|3 Years (Annualized)||18.2%|
|5 Years (Annualized)||28.5%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers. The advisor does this by using quantitative models to evaluate all of the securities in its benchmark, the MSCI US Small + Mid Cap 2200 Index, while maintaining a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities.
Fees are Low compared to funds in the same category.
Vanguard Strategic Equity Fund has an expense ratio of 0.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.