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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Performance

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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Summary

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

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

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