VY JPMorgan Mid Cap Value Portfolio

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.

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Performance

The fund has returned 23.92 percent over the past year, 17.85 percent over the past three years, 21.91 percent over the past five years, and 10.34 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.2%
1 Year 23.9%
3 Years (Annualized) 17.9%
5 Years (Annualized) 21.9%
10 Years (Annualized) 10.3%

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Summary

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

Fees are Low compared to funds in the same category.
VY JPMorgan Mid Cap Value Portfolio has an expense ratio of 0.86 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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