4 / 5 Stars
5 3 1 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#81 in Small Blend
U.S. News evaluated 220 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 49.66 percent over the past year, 17.84 percent over the past three years, 29.10 percent over the past five years, and 12.08 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||43.5%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||29.1%|
|10 Years (Annualized)||12.1%|
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 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. As of September 30, 2013, the market capitalization of the largest company in the index was approximately $4.79 billion, and the weighted average and median market capitalizations of the index were approximately $1.63 billion and $651 million, respectively.
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.