4 / 5 Stars
5 5 5 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#14 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 25.10 percent over the past year, 16.20 percent over the past three years, 25.52 percent over the past five years, and 9.76 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||25.5%|
|10 Years (Annualized)||9.8%|
The investment seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid cap companies. Mid cap companies are companies with market capitalizations between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, the fund's investments are primarily in common stocks and real estate investment trusts (REITs). It will use futures contracts to more effectively gain targeted equity exposure from its cash positions.
Fees are Low compared to funds in the same category.
JPMorgan Mid Cap Value Fund has an expense ratio of 1.23 percent.
Risk is Low compared to funds in the same category according to Morningstar.