4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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 20.98 percent over the past year, 13.03 percent over the past three years, 21.71 percent over the past five years, and 9.84 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term capital growth; income is a secondary objective. The fund invests at least 80% of its assets in equity securities of small- and mid-capitalization companies. The sub-adviser defines small-capitalization companies to include those with a market capitalization no larger than that of the largest company in the S&P SmallCap 600 Index or the Russell 2000® Index and mid-capitalization companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.
Fees are High compared to funds in the same category.
ING American Century Small/Mid Cap Value Portfolio has an expense ratio of 0.93 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.