1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#64 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 32.04 percent over the past year, 7.52 percent over the past three years, 22.38 percent over the past five years, and 3.88 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||22.4%|
|10 Years (Annualized)||3.9%|
The investment seeks long-term capital growth. Under normal circumstances, at least 65% of the fund's net assets (including borrowings for investment purposes) will be invested in companies with capitalizations, of at least $1 billion or greater. The Adviser examines various factors in determining the value characteristics of such companies including price-to-book value ratios and price-to-earnings ratios. It invests primarily in common stock of companies the Adviser believes are undervalued. The fund may also invest up to 20% of the value of its net assets in securities of foreign issuers, including American Depositary Receipts ("ADRs").
Fees are Low compared to funds in the same category.
Schneider Value Fund has an expense ratio of 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.