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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.49 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 13.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those companies with market capitalizations of up to $12 billion at the time of purchase. It normally invests in 35-45 common stocks.
Fees
Fees are Low compared to funds in the same category.
Cambiar SMID 30 Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
