3 / 5 Stars
3 3 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 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 27.68 percent over the past year, 16.67 percent over the past three years, and 22.20 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||N/A|
The investment seeks to provide investors with long-term capital growth. The fund invests, under normal conditions, 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 (between $298 million and $20.37 billion as of November 30, 2012) at the time of purchase.
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Value Opportunities Fund has an expense ratio of 0.89 percent.
Risk is Low compared to funds in the same category according to Morningstar.