2 / 5 Stars
3 4 1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#61 in Mid-Cap Value
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 14.88 percent over the past year, 11.06 percent over the past three years, 13.40 percent over the past five years, and 4.28 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||4.3%|
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. It may also invest up to 40% (measured at the time of purchase) of its assets in foreign equity securities, including securities of companies located in emerging markets.
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.