4 / 5 Stars
5 4 2 5 5
Zacks Investment Research
Standard & Poor's
4 / 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 27.47 percent over the past year, 21.61 percent over the past three years, 26.73 percent over the past five years, and 10.33 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.9%|
|3 Years (Annualized)||21.6%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||10.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid capitalization companies. The Advisor currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index. The fund may also invest in the securities of small capitalization companies and in foreign (non-U.S.) securities. It seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market.
Fees are Low compared to funds in the same category.
Hotchkis and Wiley Mid Cap Value Fund has an expense ratio of 1.57 percent.
Risk is High compared to funds in the same category according to Morningstar.