3 / 5 Stars
4 5 4 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 26.77 percent over the past year, 16.60 percent over the past three years, 22.80 percent over the past five years, and 9.02 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.5%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||9.0%|
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, preferred stocks, securities convertible into stocks, equity interests in real estate investment trusts (REITs), and depositary receipts for such securities.
Fees are Low compared to funds in the same category.
MFS® Mid Cap Value Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.