4 / 5 Stars
3 3 4 5 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#30 in Mid-Cap Value
U.S. News evaluated 108 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 29.03 percent over the past year, 15.59 percent over the past three years, 18.28 percent over the past five years, and 10.54 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||25.5%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||10.5%|
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price) falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index. While most assets will typically be invested in U.S. common stocks, it may invest in foreign stocks in keeping with the fund's objectives.
Fees are Low compared to funds in the same category.
T. Rowe Price Mid Cap Value Fund has an expense ratio of 0.81 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 1 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-11-12