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Zacks Investment Research
Standard & Poor's
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#64 in Mid-Cap Value
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 25.55 percent over the past year, 11.93 percent over the past three years, 16.94 percent over the past five years, and 8.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.4%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies that have a market capitalization up to $13 billion. It normally will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-cap and mid-cap issuers. The fund primarily invests in U.S. companies but may also purchase securities of issuers in any country, including developed and emerging market countries. It emphasizes securities that the portfolio manager believes are undervalued.
Fees are Low compared to funds in the same category.
Oppenheimer Small & Mid Cap Value Fund has an expense ratio of 1.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.