3 / 5 Stars
5 4 4 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#28 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 21.61 percent over the past year, 14.31 percent over the past three years, 21.94 percent over the past five years, and 9.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in securities of medium market capitalization companies. The fund's subadviser considers medium market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell Midcap® Index. Using a contrarian investment approach, the subadviser searches for successful business segments buried in distressed or restructuring companies.
Fees are High compared to funds in the same category.
Virtus Mid Cap Value Fund has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.