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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 145 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.40 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.8% |
| 1 Year | 19.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-and mid-cap companies. It considers small- and mid-cap companies to be those companies with market capitalizations between $2 billion and $15 billion. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts ("REITs"), royalty trusts, and master limited partnerships ("MLPs"). The fund generally invests in securities of domestic companies, but may also invest in equity securities of foreign companies and ADRs.
Fees
Fees are Average compared to funds in the same category.
Westwood SMidCap Plus Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
