3 / 5 Stars
3 3 3 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#24 in Mid-Cap Value
U.S. News evaluated 108 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 38.91 percent over the past year, 16.75 percent over the past three years, 19.00 percent over the past five years, and 9.06 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||33.3%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||9.1%|
The investment seeks capital appreciation. The fund invests at least 80% of its assets in value-oriented common stocks of medium-sized U.S. companies similar in size to those within the Russell Midcap® Value Index. The Adviser selects companies that exhibit traditional value characteristics, such as a price-to-earnings ratio less than the S&P 400® Index, higher-than-average dividend yields or a lower-than-average price-to-book value. In addition, these companies may have under-appreciated assets, or be involved in company turnarounds or corporate restructurings.
Fees are Low compared to funds in the same category.
BMO Mid Cap Value Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.