AlphaOne Micro Cap Equity Fund

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all AlphaOne Investment Services, LLC funds

See full Small Blend rankings

See more fund rankings

Performance

The fund has returned 23.76 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -4.7%
1 Year 23.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more AOMCX performance

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.

See more AOMCX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more AOMCX risk