| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 35.54 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.6% |
| 1 Year | 35.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 ("small-cap") companies that the Adviser believes are undervalued relative to the marketplace or similar companies. The fund's adviser considers 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. It 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 High compared to funds in the same category.
Cortina Small Cap Value Fund has an expense ratio of 1.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
