4 / 5 Stars
5 5 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#10 in Small Blend
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.
The fund has returned 39.41 percent over the past year, 18.96 percent over the past three years, 32.84 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||19.0%|
|5 Years (Annualized)||32.8%|
|10 Years (Annualized)||8.9%|
The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio in the stocks of U.S. companies with market capitalizations that are within the range of the market capitalizations of those companies that are included in the Russell 2000® Index ("Small Cap Stocks"). It manages the portfolio such that its median market capitalization is reasonably close to the median capitalization of the Russell 2000® Index. The fund may invest in Small Cap Stocks that the adviser believes will appreciate more than the Russell 2000® Index.
Fees are Above Average compared to funds in the same category.
Bogle Small Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.