| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#76 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.
Performance
The fund has returned 19.20 percent over the past year, 4.11 percent over the past three years, -3.22 percent over the past five years, and 6.94 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.8% |
| 1 Year | 19.2% |
| 3 Years (Annualized) | 4.1% |
| 5 Years (Annualized) | -3.2% |
| 10 Years (Annualized) | 6.9% |
Summary
The investment seeks long-term capital growth. The fund invests at least 65% of net assets in companies with capitalization, of at least $1 billion or greater. It invests primarily in common stock of companies the Adviser believes are undervalued. The fund may invest in convertible securities without regard to their credit ratings. It may also invest up to 20% of the value of its net assets in securities of foreign issuers, including American Depositary Receipts ("ADRs").
Fees
Fees are Low compared to funds in the same category.
Schneider Value Fund has an expense ratio of 0.90 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
