2 / 5 Stars
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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#62 in Mid-Cap Value
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.
The fund has returned 15.68 percent over the past year, 8.57 percent over the past three years, 3.15 percent over the past five years, and 9.32 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.5%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||3.2%|
|10 Years (Annualized)||9.3%|
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in mid cap companies. It primarily invests in a diversified portfolio of value-oriented domestic equity securities of mid cap companies. The fund's adviser defines a mid cap company as one whose market capitalization at the time of purchase falls approximately between $750 million and $20 billion.
Fees are Low compared to funds in the same category.
PNC Mid Cap Value has an expense ratio of 1.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.