3 / 5 Stars
3 3 3 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 24.33 percent over the past year, 14.92 percent over the past three years, 21.51 percent over the past five years, and 7.86 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||7.9%|
The investment seeks maximum long-term total return consistent with minimizing risk to principal. The fund normally invests at least 80% of net assets in equity securities of mid-capitalization companies. It manages a relatively focused portfolio of 30 to 50 companies that enables the advisor to provide adequate diversification while allowing the composition and performance of the portfolio to behave differently than the market. The fund may sell a portfolio holding when it has achieved its valuation target, there is deterioration in the underlying fundamentals of the business, or advisors have identified a more attractive investment opportunity.
Fees are High compared to funds in the same category.
Wells Fargo Advantage C&B Mid Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.