3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#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.
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%|
|3 Years (Annualized)||13.9%|
|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 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 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.