| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#19 in Mid-Cap Value
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.
Performance
The fund has returned 18.27 percent over the past year, 13.82 percent over the past three years, and 9.15 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.4% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | 9.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation and, secondarily, income. The fund normally invests at least 80% of its assets in equity securities of mid cap companies. Mid cap companies are companies that at the time of purchase have market capitalizations in the range of companies included in the S&P MidCap 400 Value Index. It may also invest up to 30% of its total assets in securities issued by foreign companies. The fund may invest in securities denominated in currencies other than the U.S. dollar.
