2 / 5 Stars
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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 18.95 percent over the past year, 10.17 percent over the past three years, 18.55 percent over the past five years, and 4.21 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||4.2%|
The investment seeks to generate high current income, with capital appreciation as a secondary objective. The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. It may invest up to 50% of its net assets in foreign securities, including securities of issuers in emerging market countries. The fund may invest in equity and equity-related securities of issuers with any market capitalization.
Fees are Low compared to funds in the same category.
ClearBridge Tactical Dividend Income Fund has an expense ratio of 0.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.