3 / 5 Stars
4 4 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 26.65 percent over the past year, 12.54 percent over the past three years, 21.57 percent over the past five years, and 8.78 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||8.8%|
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 are High compared to funds in the same category.
Sterling Capital Mid Cap Value Fund has an expense ratio of 1.92 percent.
Risk is Average compared to funds in the same category according to Morningstar.