2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 225 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 19.47 percent over the past year, 13.04 percent over the past three years, and 17.44 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks 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 that the portfolio managers believe are undervalued. The manager considers companies with market capitalizations below $3 billion at the time of acquisition to be small-cap. The fund may also invest in mid-cap stocks, real estate investment trusts ("REITs"), convertible securities, exchange-traded funds ("ETFs"), closed-end funds and foreign securities (directly and through depositary receipts).
Fees are Above Average compared to funds in the same category.
ASTON/River Road Small Cap Value Fund has an expense ratio of 1.09 percent.
Risk is Low compared to funds in the same category according to Morningstar.