4 / 5 Stars
3 3 4 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#74 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 33.32 percent over the past year, 15.93 percent over the past three years, and 18.39 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.1%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets inequity securities of small-and mid-cap companies. It considers 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 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.