AlphaOne Micro Cap Equity Fund

Scorecard
3 / 5 Stars
Lipper
2 2 3 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
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U.S. News evaluated 228 Small Blend 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 21.93 percent over the past year, and 11.72 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -3.8%
1 Year 21.9%
3 Years (Annualized) 11.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
AlphaOne Micro Cap Equity Fund has an expense ratio of 1.42 percent.

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Risk

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

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