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  •  Dow Down 1.11% Nasdaq Down 0.94%

    Stratton Mid Cap Value (STRGX)

    58.33 Down 0.39(0.66%) Mar 31
    Prev Close:58.72
    YTD Return*:4.00%
    Net Assets*:74.70M
    Yield*:0.04%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MHK4.0019.83
    ICLR.IR3.4036.12
    SWX2.76-8.99
    MYL2.732.70
    CF2.7114.80

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:74.7M
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:4.00%
    5y Avg Return:12.35%
    Rank in Category (ytd):21
    % Rank in Category (ytd):5.54%
    Beta (3y):1.12
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital; current income from interest and dividends is a secondary consideration. The fund invests, under normal circumstances, at least 80% of its net assets in a diversified portfolio of common stock and securities convertible into common stock of mid capitalization ("mid cap") companies. Mid cap stocks are defined as those companies with public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® Index. View More
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