4 / 5 Stars
5 4 4 1 2
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 25.83 percent over the past year, 15.22 percent over the past three years, 21.78 percent over the past five years, and 9.55 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term capital appreciation. The fund normally 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 advisors define as securities of companies with market capitalizations within the range of the Russell Midcap® Index. The fund may sell a portfolio holding when a stock's price nears its intrinsic value appreciation target, the macro environment becomes unfavorable, short-term downside risks increase, the company's fundamentals have deteriorated or advisors identify a more attractive investment opportunity.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Special Mid Cap Value Fund has an expense ratio of 1.31 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.