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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 21.62 percent over the past year, and 10.24 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.0% |
| 1 Year | 21.6% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities of small and medium capitalization U.S. companies, generally representing 60 to 125 companies. Under normal conditions, it invests at least 80% of its net assets in securities of small and medium capitalization companies. Small and medium capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500™ Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500™ Value Index.
Fees
Fees are Low compared to funds in the same category.
Penn Series SMID Cap Value Fund has an expense ratio of 1.14 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
