3 / 5 Stars
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Zacks Investment Research
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 24.46 percent over the past year, and 12.08 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks of medium capitalization companies. For purposes of the fund, a medium capitalization company has a market capitalization within the range of market capitalization represented in the Russell Midcap Index at the time of purchase. The sub-advisor generally limits the fund's weight in a sector to 10% over or under the sector's weight in the Russell Midcap Value Index, except for the financial sector, which may be underweighted by up to 15%. It will hold approximately 60 to 80 securities.
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Value Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.