4 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#18 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 29.57 percent over the past year, 14.39 percent over the past three years, and 27.46 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||27.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in equity securities, such as common stocks, preferred stocks or securities convertible into stocks, of U.S. companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies focusing on different segments of the equity markets.
Fees are Low compared to funds in the same category.
RBB Free Market US Equity Fund has an expense ratio of 0.62 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.