RBC Mid Cap Value Fund

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

#39 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.

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Performance

The fund has returned 29.21 percent over the past year, and 13.90 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 29.2%
3 Years (Annualized) 13.9%
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 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 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