2 / 5 Stars
4 4 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#70 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 29.73 percent over the past year, 15.92 percent over the past three years, 21.78 percent over the past five years, and 7.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||7.7%|
The investment seeks long term growth of capital. The fund invests primarily in common stock of small companies and emerging growth companies that fund management believes have special investment value. For these purposes, small companies are defined as companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® or the S&P SmallCap 600® at the time of the fund's investment. The fund will invest primarily in U.S. companies that do most of their business in the United States, but may invest a portion of its assets in foreign companies.
Fees are Above Average compared to funds in the same category.
BlackRock Value Opportunities Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.