2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 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 27.47 percent over the past year, 13.22 percent over the past three years, 17.85 percent over the past five years, and 8.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of mid-capitalization companies. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. In addition, the fund may invest up to 25% of its assets, collectively, in non-dollar denominated equity securities of non-U.S. issuers and in dollar-denominated equity securities of non-U.S. issuers.
Fees are Low compared to funds in the same category.
Nuveen Mid Cap Value Fund has an expense ratio of 1.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.