Cortina Small Cap Value Fund

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.

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Performance

The fund has returned 21.14 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.2%
1 Year 21.1%
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. The fund will normally invest at least 80% of its assets in common stocks of small capitalization companies that the Adviser believes are undervalued relative to the marketplace or similar companies. Its managers consider a company to be a small-cap company if it has a total market capitalization at the time of purchase of $100 million to the higher of $3 billion or the high end of the range of companies represented in the Russell 2000 Value Index. The fund may invest up to 25% of its assets in foreign securities that are listed in the United States on a national securities exchange.

Fees

Fees are Above Average compared to funds in the same category.
Cortina Small Cap Value Fund has an expense ratio of 1.10 percent.

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Risk

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

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See Also:

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