2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 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 19.44 percent over the past year, 12.06 percent over the past three years, 19.42 percent over the past five years, and 7.39 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital appreciation. The fund invests primarily in dividend-paying, medium-sized companies that the team believes to be undervalued based on various financial measures/ratios with improving business prospects due to strong company and industry dynamics. Under normal circumstances, at least eighty percent (80%) of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in mid-cap dividend-paying companies. It currently considers "mid-cap companies" to be those included in, or similar in size to those included in its benchmark index, the Russell Midcap® Value Index, at the time of purchase.
Fees are High compared to funds in the same category.
Westcore Mid Cap Value Dividend Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.