2 / 5 Stars
2 1 3 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 229 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 17.26 percent over the past year, and 11.85 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of micro-capitalization (micro cap) companies. The fund's managers consider micro cap 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 are Above Average compared to funds in the same category.
AlphaOne Micro Cap Equity Fund has an expense ratio of 1.42 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.