2 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 113 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 10.92 percent over the past year, 7.38 percent over the past three years, and 3.95 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.8%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||3.9%|
|10 Years (Annualized)||N/A|
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 sub-adviser defines mid-capitalization companies as those companies whose market values do not exceed the greater of the market capitalization of the largest company within the Russell Midcap® Value Index and are not less than the smallest company within the index. The fund may invest in other investment companies, including exchange-traded funds.
Fees are Low compared to funds in the same category.
ING Pioneer Mid Cap Value Fund has an expense ratio of 0.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.