2 / 5 Stars
2 1 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#92 in Small Blend
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 13.25 percent over the past year, 13.47 percent over the past three years, and 16.03 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.3%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||N/A|
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 and mid-cap companies that 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 are Above Average compared to funds in the same category.
ASTON/River Road Select Value Fund has an expense ratio of 1.46 percent.
Risk is Low compared to funds in the same category according to Morningstar.