| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#58 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.
See all RBC Global Asset Management (U.S.) Inc. funds
Performance
The fund has returned 30.40 percent over the past year, and 16.54 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.8% |
| 1 Year | 30.4% |
| 3 Years (Annualized) | 16.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of mid-sized companies that are considered to be undervalued in relation to earnings, dividends and/or assets. It normally invests for the long-term, but may sell as security at any time the Advisor considers the security to be overvalued or otherwise unfavorable. The fund expects to invest primarily in securities of U.S.-based companies, but may also invest in securities of non-U.S. companies.
Fees
Fees are Below Average compared to funds in the same category.
RBC Mid Cap Value Fund has an expense ratio of 0.90 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
