3 / 5 Stars
5 4 4 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#16 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 28.63 percent over the past year, 15.90 percent over the past three years, 25.95 percent over the past five years, and 8.25 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||25.9%|
|10 Years (Annualized)||8.2%|
The investment seeks maximum long-term total return consistent with minimizing risk to principal. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies, which the managers define as securities of companies with market capitalization within the range of the Russell Midcap Index at the time of purchase.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage C&B Mid Cap Value Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.