Nuveen Mid Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

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.

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Performance

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%
1 Year 27.5%
3 Years (Annualized) 13.2%
5 Years (Annualized) 17.9%
10 Years (Annualized) 8.4%

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Summary

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

Fees are Low compared to funds in the same category.
Nuveen Mid Cap Value Fund has an expense ratio of 1.33 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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