3 / 5 Stars
2 2 3 1 3
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 20.26 percent over the past year, 11.63 percent over the past three years, 20.54 percent over the past five years, and 8.31 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation and secondarily, income, by investing in securities, primarily equity securities that fund management believes are undervalued and therefore represent an investment value. The fund invests at least 80% of the assets in equity securities of mid cap companies. Mid cap companies are companies that at the time of purchase have market capitalizations in the range of companies included in the Standard & Poor's (S&P) MidCap 400 Value Index. It may invest up to 30% of total assets in the securities of foreign companies. The fund may invest in securities denominated in currencies other than the U.S. dollar.
Fees are High compared to funds in the same category.
BlackRock Mid Cap Value Opportunities Fund has an expense ratio of 2.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.