McKinley Diversified Income Fund

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.

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Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year N/A
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, 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, up to 25% of the fund's net assets in Master Limited Partnerships ("MLPs") and up to 60% of the fund's net assets in real estate investment trusts ("REITs").


Fees are Low compared to funds in the same category.
McKinley Diversified Income Fund has an expense ratio of 1.45 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