Kirr Marbach Partners Value Fund

Class No Load (KMVAX)
Scorecard
3 / 5 Stars
Lipper
5 4 3 2 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#27 in Mid-Cap Growth

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.95 percent over the past year, 15.00 percent over the past three years, 29.22 percent over the past five years, and 8.37 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.5%
1 Year 24.0%
3 Years (Annualized) 15.0%
5 Years (Annualized) 29.2%
10 Years (Annualized) 8.4%

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Summary

The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies with medium market capitalization. Under normal circumstances, 50% or more of its investments consist of common stocks of medium capitalization companies which typically have a market capitalization of between $1 billion to $10 billion. The fund invests at least 65% of total assets in common stocks and other equity securities. It may also invest in small capitalization companies and, from time to time, large capitalization.

Fees

Fees are Low compared to funds in the same category.
Kirr Marbach Partners Value Fund has an expense ratio of 1.45 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Mid-Cap Growths

Highest Returns (10-year)

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