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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.68 percent over the past year, 13.81 percent over the past three years, 7.42 percent over the past five years, and 10.28 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.2% |
| 1 Year | 21.7% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | 7.4% |
| 10 Years (Annualized) | 10.3% |
Summary
The investment seeks capital appreciation. The fund normally invests at least 80% of its 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.
