| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#1 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.31 percent over the past year, 12.62 percent over the past three years, 8.78 percent over the past five years, and 11.50 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.2% |
| 1 Year | 21.3% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 8.8% |
| 10 Years (Annualized) | 11.5% |
Summary
The investment seeks long-term capital appreciation and income. The fund invests mainly in the stocks of mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that the advisor feels are below average in relation to measures such as earnings and book value. These stocks often have above-average dividend yields. It uses multiple investment advisors.
Fees
Fees are Low compared to funds in the same category.
Vanguard Selected Value Fund has an expense ratio of 0.38 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
