3 / 5 Stars
4 5 4 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#29 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 24.13 percent over the past year, 14.10 percent over the past three years, 22.75 percent over the past five years, and 9.01 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||9.0%|
The investment seeks capital growth. The fund normally invests at least 80% of the fund's investable assets in common stocks and securities convertible into common stocks of mid-cap companies, which the advisor considers to be companies with market capitalizations within the market cap range of companies included in the Russell Midcap Index (measured at the time of purchase). It may also invest up to 25% of total assets in real estate investment trusts (REITs). The fund may hold in excess of 200 securities.
Fees are High compared to funds in the same category.
Prudential Mid Cap Value Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.