4 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 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 26.56 percent over the past year, 15.47 percent over the past three years, and 24.98 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||25.0%|
|10 Years (Annualized)||N/A|
The investment seeks current income; long-term growth of capital is a secondary consideration. The fund invests primarily in income-producing securities. It will invest the fund's assets in income-producing domestic and foreign securities, including equity securities and fixed income securities of companies of all market capitalizations. The fund may invest a large percentage of its assets in a few sectors, including financials, information technology, consumer staples, energy and industrials.
Fees are Low compared to funds in the same category.
Wasatch Strategic Income Fund has an expense ratio of 0.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.