2 / 5 Stars
2 2 1 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#159 in Small Blend
U.S. News evaluated 227 Small Blend 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 25.51 percent over the past year, 9.76 percent over the past three years, 25.06 percent over the past five years, and 9.18 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies with small to medium market capitalizations (between $250 million and $5 billion) that the adviser believes are selling at a market price below their true value and offer the potential to increase in value. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts. It may sell a security, however, if the security achieves a designated price target or there is a fundamental change in a company's outlook.
Fees are Above Average compared to funds in the same category.
FMC Strategic Value Fund has an expense ratio of 1.20 percent.
Risk is High compared to funds in the same category according to Morningstar.