2 / 5 Stars
1 1 5 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#57 in Mid-Cap Value
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.
The fund has returned 20.30 percent over the past year, 13.14 percent over the past three years, 17.85 percent over the past five years, and 8.01 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||8.0%|
The investment seeks to achieve long-term capital appreciation by investing primarily in dividend-paying, medium-sized companies whose stocks appear to be undervalued. 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. Normally, at least eighty percent (80%) of the value of its net assets, plus any borrowings for investment purposes, is invested in mid-cap dividend-paying companies.
Fees are Low compared to funds in the same category.
Westcore Mid Cap Value Dividend Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.