4 / 5 Stars
5 4 2 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#14 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 26.90 percent over the past year, 14.90 percent over the past three years, 29.93 percent over the past five years, and 9.01 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||29.9%|
|10 Years (Annualized)||9.0%|
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in the common stock equity securities of small and mid-capitalization companies. It will be diversified throughout all major industry sectors. The fund employs a quantitative investment approach that utilizes an investment model to determine which securities are to be added or removed from the fund's portfolio on an annual basis. It may invest in index funds and index-based investments, such as SPDRs and stock index futures. The fund also may invest in open-end investment companies and exchange traded funds.
Fees are High compared to funds in the same category.
Meeder Quantex Fund has an expense ratio of 1.60 percent.
Risk is High compared to funds in the same category according to Morningstar.