5 / 5 Stars
5 5 4 5 1
Zacks Investment Research
Standard & Poor's
5 / 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 30.00 percent over the past year, 16.05 percent over the past three years, and 28.92 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||28.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and current income. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of middle market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell Midcap® Index. Its investments may include common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs") and U.S. dollar-denominated foreign stocks trading on U.S. exchanges.
Fees are Low compared to funds in the same category.
American Beacon Mid Cap Value Fund has an expense ratio of 0.73 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.