| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#49 in Small Blend
U.S. News evaluated 221 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 31.32 percent over the past year, 16.10 percent over the past three years, and 6.75 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.6% |
| 1 Year | 31.3% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | 6.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies with market capitalizations of less than $6 billion at the time of acquisition which the portfolio managers believe are undervalued. It may also invest in common stock of companies with market capitalizations that exceed $6 billion, real estate investment trusts ("REITs"), convertible securities and foreign securities (directly and through depositary receipts).
Fees
Fees are High compared to funds in the same category.
ASTON/River Road Select Value Fund has an expense ratio of 1.43 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
