3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#39 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 21.84 percent over the past year, 12.30 percent over the past three years, and 20.50 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mid-capitalization companies. The term "mid-capitalization companies" refers to companies with capitalizations that, at the time of purchase of securities of such companies, are within the range of capitalizations of companies in the Russell Midcap® Index (the "index").
Fees are Below Average compared to funds in the same category.
Managers AMG Systematic Mid Cap Value Fund has an expense ratio of 0.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.