Bernzott US Small Cap Value Fund

Class Other (BSCVX)

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.

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Performance

The fund has returned 16.88 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -4.8%
1 Year 16.9%
3 Years (Annualized) N/A
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 will invest at least 80% of its net assets in common stock of small capitalization companies that are organized in the United States and the securities of which are principally traded on a major U.S. exchange. It will generally hold between 20 to 30 positions. In addition, the fund may invest in exchange-traded funds ("ETFs"), which are pooled investment vehicles that generally seek to track the performance of specific indices and are traded on exchanges.

Fees

Fees are Above Average compared to funds in the same category.
Bernzott US Small Cap Value Fund has an expense ratio of 0.95 percent.

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Risk

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

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