4 / 5 Stars
5 5 5 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 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 33.09 percent over the past year, 16.43 percent over the past three years, 26.22 percent over the past five years, and 10.13 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||10.1%|
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 are Low compared to funds in the same category.
Vanguard Selected Value Fund has an expense ratio of 0.43 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 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 1 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 2014-03-12
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 2014-03-12
The fund appears on the 2011 "Kiplinger 25" list of the best no-load mutual funds.Kiplinger 25 2011-04-13
This fund received the Silver award for the Mid Cap Domestic Equity category in Standard & Poor’s 2010 Mutual Fund Excellence Awards.Standard & Poor's 2010-11-01