3 / 5 Stars
3 3 4 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#56 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 27.66 percent over the past year, 12.90 percent over the past three years, and 24.95 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.3%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||24.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies with market capitalizations between $500 million and $10 billion. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, royalty trusts, and master limited partnerships ("MLPs"). It generally invests in securities of domestic companies, but may also invest in equity securities of foreign companies and ADRs.
Fees are Low compared to funds in the same category.
Westwood SMidCap Fund has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.