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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.28 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.4% |
| 1 Year | 12.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of micro-capitalization companies. It considers micro-capitalization companies to be companies with market capitalizations equal to or less than one half of the weighted average market capitalization of the Russell 2000 Index at its annual rebalance.
Fees
Fees are Above Average compared to funds in the same category.
AlphaOne Micro Cap Equity Fund has an expense ratio of 1.67 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
