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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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 21.74 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 21.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund primarily invests in the common stocks of companies of any size whose stock prices the portfolio managers believe to be undervalued. It may also invest in foreign equity and debt securities, which may include investments in emerging markets. The fund may invest its assets in derivatives, which are instruments that have a value derived from or directly linked to an underlying asset, such as equity securities, bonds, commodities, currencies, interest rates, or market indices, as substitutes for securities in which the fund invests.
Fees
Fees are Average compared to funds in the same category.
Perkins Select Value Fund has an expense ratio of 1.26 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
