3 / 5 Stars
4 4 3 4 4
Zacks Investment Research
Standard & Poor's
3 / 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 28.12 percent over the past year, 13.48 percent over the past three years, and 25.28 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||25.3%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
DWS Mid Cap Value Fund has an expense ratio of 0.97 percent.
Risk is Average compared to funds in the same category according to Morningstar.