3 / 5 Stars
4 4 3 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
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%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
RBC Mid Cap Value Fund has an expense ratio of 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.