1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#76 in Mid-Cap Value
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 22.30 percent over the past year, 6.77 percent over the past three years, 17.45 percent over the past five years, and 4.82 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||4.8%|
The investment seeks long-term growth from capital appreciation and secondarily income from dividends and interest. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, its advisor employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics. Although the fund intends to be invested primarily in mid-cap and large-cap stocks, it may also invest in common stocks of any capitalization.
Fees are Low compared to funds in the same category.
IMS Capital Value Fund has an expense ratio of 2.06 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.