3 / 5 Stars
3 4 2 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 109 Mid-Cap Value 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 22.57 percent over the past year, 11.84 percent over the past three years, 23.50 percent over the past five years, and 9.14 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies, generally representing approximately 60-125 companies. It invests at least 80% of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500(TM) Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500(TM) Value Index.
Fees are High compared to funds in the same category.
AllianceBernstein Discovery Value Fund has an expense ratio of 1.51 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.