4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 112 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 23.28 percent over the past year, 17.27 percent over the past three years, 21.32 percent over the past five years, and 9.79 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.9%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||9.8%|
The investment seeks growth from capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as those companies with market capitalizations between $1 billion and $20 billion at the time of purchase. The fund seeks to invest in equity securities that the Sub-Adviser believes to be undervalued. It may invest in other investment companies, including exchange-traded funds.
Fees are Low compared to funds in the same category.
VY JPMorgan Mid Cap Value Portfolio has an expense ratio of 1.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.