3 / 5 Stars
3 3 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 215 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 36.96 percent over the past year, 16.45 percent over the past three years, 17.23 percent over the past five years, and 9.86 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||33.3%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||9.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000® Index at the time of investment. It also may invest in foreign securities and securities of larger companies.
Fees are High compared to funds in the same category.
Aberdeen Small Capitalization Fund has an expense ratio of 2.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.