| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
1
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#126 in Small Blend
U.S. News evaluated 218 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 17.06 percent over the past year, 8.78 percent over the past three years, 12.48 percent over the past five years, and 14.87 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 17.1% |
| 3 Years (Annualized) | 8.8% |
| 5 Years (Annualized) | 12.5% |
| 10 Years (Annualized) | 14.9% |
Summary
The investment seeks capital appreciation. 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 considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000® Index at the time of purchase. Stocks are selected for the fund's portfolio based primarily on bottom-up fundamental analysis.
Fees
Fees are Above Average compared to funds in the same category.
Dreyfus Opportunistic Small Cap Fund has an expense ratio of 1.19 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
