DWS Mid Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

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.

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Performance

The fund has returned 28.45 percent over the past year, 16.06 percent over the past three years, and 20.80 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.1%
1 Year 28.5%
3 Years (Annualized) 16.1%
5 Years (Annualized) 20.8%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-cap companies that portfolio management believes are undervalued, but have favorable prospects for appreciation. It defines mid-cap companies as companies that have a market capitalization similar to the companies included in the Russell Midcap (Reg. TM) Value Index. The fund may also invest in the equity securities of real estate investment trusts (REITs).

Fees

Fees are Low compared to funds in the same category.
DWS Mid Cap Value Fund has an expense ratio of 0.96 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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