Sterling Capital Mid Cap Value Fund

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

#31 in Mid-Cap Value

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.

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Performance

The fund has returned 22.97 percent over the past year, 14.90 percent over the past three years, 20.21 percent over the past five years, and 10.01 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.9%
1 Year 23.0%
3 Years (Annualized) 14.9%
5 Years (Annualized) 20.2%
10 Years (Annualized) 10.0%

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Summary

The investment seeks long-term growth of capital by investing the fund's assets primarily in equity securities of companies that are considered to be undervalued. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the securities of middle capitalization companies. Middle capitalization companies are defined as companies with market capitalizations between $500 million and $22 billion at the time of purchase. Under normal market conditions, the fund primarily invests in domestically traded U.S. common stocks, U.S. traded common stocks of foreign companies.

Fees

Fees are Low compared to funds in the same category.
Sterling Capital Mid Cap Value Fund has an expense ratio of 1.17 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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