RBC Mid Cap Value Fund

Class Inst (RBMVX)
Scorecard
3 / 5 Stars
Lipper
4 4 3 4 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 31.55 percent over the past year, and 16.63 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 12.4%
1 Year 31.6%
3 Years (Annualized) 16.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in common stocks of mid-sized companies that are considered to be undervalued in relation to earnings, dividends and/or assets. Mid-sized companies are defined by the fund as companies that fall within the market capitalization range of the Russell Midcap® Value Index at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
RBC Mid Cap Value Fund has an expense ratio of 0.90 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top RBC Global Asset Management Funds