3 / 5 Stars
3 4 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 108 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 34.53 percent over the past year, 16.00 percent over the past three years, 20.17 percent over the past five years, and 9.07 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.8%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||9.1%|
The investment seeks growth of capital. The fund invests at least 80% of net assets in equity securities of mid-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of the Russell Midcap Value Index at the time of purchase. Its strategy consists of using a bottom-up, fundamental research driven approach to identify stocks of companies that are trading below the Portfolio Manager's estimate of their intrinsic value and that he believes have the potential for appreciation over time. Although the fund invests primarily in domestic stocks, it may also invest in stocks of foreign companies.
Fees are Low compared to funds in the same category.
Neuberger Berman Mid Cap Intrinsic Value Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.