2 / 5 Stars
2 2 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#26 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 22.77 percent over the past year, 13.84 percent over the past three years, 20.77 percent over the past five years, and 6.65 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||6.7%|
The investment seeks long-term capital appreciation. The fund invests (except when maintaining a temporary defensive position) at least 65% of the value of its net assets in equity securities issued by companies with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell MidCap® Value Index. It will invest mostly in what the portfolio manager believes are "value companies."
Fees are High compared to funds in the same category.
TCW Value Opportunities Fund has an expense ratio of 0.94 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.