4 / 5 Stars
4 4 4 3 1
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 27.24 percent over the past year, 14.49 percent over the past three years, and 26.58 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||26.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in a broadly diversified portfolio of equity investments in mid-cap U.S. issuers, including foreign issuers that are traded in the United States. It may invest in the aggregate up to 20% of net assets plus any borrowings for investment purpose in companies with public stock market capitalizations outside the range of companies constituting the Russell Midcap® Value Index at the time of investment and in fixed income securities, such as government, corporate and bank debt obligations.
Fees are Low compared to funds in the same category.
Great-West Goldman Sachs Mid Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.