4 / 5 Stars
5 4 3 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#21 in Mid-Cap Value
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.
The fund has returned 28.90 percent over the past year, 17.39 percent over the past three years, 24.79 percent over the past five years, and 10.21 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.5%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||24.8%|
|10 Years (Annualized)||10.2%|
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of the fund's net assets will be invested in the common stock equity securities of small- and mid-capitalization companies. Mid-capitalization companies are defined as those whose market capitalizations are similar to the market capitalization of companies in the S&P MidCap 400 Index or a similar index, while small capitalization companies are defined as those whose market capitalizations are similar to those of companies in the Russell 2000 Index or a similar index. The fund also may invest in open-end investment companies and exchange traded funds.
Fees are Low compared to funds in the same category.
Meeder Quantex Fund has an expense ratio of 1.52 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.