1 / 5 Stars
3 4 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#47 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 13.81 percent over the past year, 9.65 percent over the past three years, 16.28 percent over the past five years, and 3.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.4%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||3.5%|
The investment seeks long-term growth from capital appreciation and dividends. The fund invests primarily in a diversified portfolio of dividend-paying common stocks. Under normal circumstances, it will invest at least 80% of its assets in securities of companies that pay regular dividends. Payments by REITs will be counted as dividends for this purpose even if such payments do not qualify as dividends for federal income tax purposes.
Fees are Low compared to funds in the same category.
IMS Dividend Growth Fund has an expense ratio of 1.97 percent.
Risk is Low compared to funds in the same category according to Morningstar.