4 / 5 Stars
4 2 4 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#24 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 28.07 percent over the past year, 15.83 percent over the past three years, 24.44 percent over the past five years, and 9.36 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||24.4%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity securities of small-capitalization ("small-cap") companies. It considers a small-cap company to be one that has market capitalization within the range of $100 million to $1.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of small-cap companies. It may invest in derivative instruments, including put and call options.
Fees are Above Average compared to funds in the same category.
Capital Management Small Cap Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.