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 26.21 percent over the past year, 16.18 percent over the past three years, and 27.02 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.8%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||27.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and current income. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested 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 at the time of investment.
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.