3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 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 27.24 percent over the past year, 14.65 percent over the past three years, 22.11 percent over the past five years, and 7.97 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||8.0%|
The investment seeks to match the performance of the Russell 2000® Index (the "Russell 2000") as closely as possible before the deduction of fund expenses. The fund is a "feeder" fund that invests all of its assets in Master Small Cap Index Series, a series of Quantitative Master Series LLC, which has the same investment objective and strategies as the fund. It will be substantially invested in securities in the Russell 2000, and will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in the Russell 2000.
Fees are Below Average compared to funds in the same category.
BlackRock Small Cap Index Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.