3 / 5 Stars
4 4 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 135 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 26.57 percent over the past year, and 14.50 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.4%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund 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 $2 billion and $20 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").
Fees are Average compared to funds in the same category.
Westwood SMidCap Plus Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.