McKinley Diversified Income Fund

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 20.42 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 9.2%
1 Year 20.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks substantial current income and long-term capital appreciation. Under normal conditions, McKinley Capital Management, LLC (the "Adviser") seeks to achieve the fund's investment objective by investing in income-producing securities. Types of securities in which the fund may invest include equity securities, such as common and preferred stock, real estate investment trusts ("REITs") and up to 25% of the fund's net assets in Master Limited Partnerships ("MLPs").


Fees are Low compared to funds in the same category.
McKinley Diversified Income Fund has an expense ratio of 1.20 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top McKinley Capital Funds Funds