4 / 5 Stars
4 3 4 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#11 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 21.79 percent over the past year, 14.05 percent over the past three years, and 21.87 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||N/A|
The investment seeks to offer long-term growth from dividend income and capital appreciation. The fund invests, under normal circumstances, primarily in common stocks of mid-capitalization U.S. companies that the fund's subadvisers believe present attractive investment opportunities at favorable prices in relation to the intrinsic worth of the issuer and may also offer the possibility for growth through the reinvestment of dividends. It generally seeks to invest in common stocks of companies with market capitalizations that fall within the range of companies in the Russell Midcap® Value Index.
Fees are High compared to funds in the same category.
Vantagepoint Select Value Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.