2 / 5 Stars
5 4 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 112 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 33.09 percent over the past year, and 16.43 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.0%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, 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 are Low compared to funds in the same category.
Cambiar SMID Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.