2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#59 in Mid-Cap Value
U.S. News evaluated 109 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 29.60 percent over the past year, 10.89 percent over the past three years, 19.94 percent over the past five years, and 7.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.8%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||7.4%|
The investment seeks capital appreciation by investing in a diversified portfolio of securities consisting primarily of common stocks. Normally, the fund invests at least 80% of its total assets in equity securities of mid-size companies. Mid-size companies are those with market values, at the time of investment, that do not exceed the greater of the market capitalization of the largest company within the Russell Midcap Value Index. The fund may invest up to 25% of its total assets in equity and debt securities of non-U.S. issuers. It will not invest more than 5% of its total assets in the securities of emerging markets issuers.
Fees are Low compared to funds in the same category.
Pioneer Mid Cap Value Fund has an expense ratio of 1.05 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.