2 / 5 Stars
1 1 2 3 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#76 in Mid-Cap Value
U.S. News evaluated 108 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 32.96 percent over the past year, and 13.12 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||29.6%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in small-capitalization companies, which the fund defines as those companies with market capitalizations below $4 billion at the time of original purchase. It may invest up to 30% of its assets in securities of companies headquartered outside the United States. It intends to invest in the securities of companies located in developed countries and, to a lesser extent, those located in emerging markets, and the fund may consider investments in companies in any of the world's developed or emerging stock markets.
Fees are Low compared to funds in the same category.
Cullen Small Cap Value Fund has an expense ratio of 2.00 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.