3 / 5 Stars
5 5 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 in Mid-Cap Blend
U.S. News evaluated 136 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 23.98 percent over the past year, 16.04 percent over the past three years, and 17.19 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.8%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||N/A|
The investment seeks current income; long-term growth of capital is a secondary consideration. The fund primarily invests in income-producing domestic and foreign securities, including equity securities (common stock, preferred stocks and securities convertible into common stock) and fixed income securities of companies of all market capitalizations. It will invest at least 25% of its total assets in securities of issuers in the group of industries in the financials sector. The fund may invest a large percentage of its assets in a few sectors, including financials, information technology and health care. It may invest in exchange-traded funds (ETFs).
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.