3 / 5 Stars
5 3 1 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#109 in Small Blend
U.S. News evaluated 225 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 34.60 percent over the past year, 13.81 percent over the past three years, 28.15 percent over the past five years, and 10.79 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||10.8%|
The investment seeks capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. It currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000® Index, the fund's benchmark index. Stocks are selected for the fund's portfolio based primarily on bottom-up fundamental analysis. The fund's portfolio managers use a disciplined investment process that relies, in general, on proprietary fundamental research and valuation.
Fees are Above Average compared to funds in the same category.
Dreyfus Opportunistic Small Cap Fund has an expense ratio of 1.13 percent.
Risk is High compared to funds in the same category according to Morningstar.