4 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#17 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 28.00 percent over the past year, 16.49 percent over the past three years, 23.36 percent over the past five years, and 9.67 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.7%|
The investment seeks to match the performance of the Standard & Poor's® SmallCap 600 Index. To pursue its goal, the fund invests in a representative sample of stocks included in the S&P® SmallCap 600 Index and in futures whose performance is tied to the index. It expects to invest in approximately 500 or more of the stocks in the index. However, at times, the fund may be fully invested in all the stocks that comprise the index. Under these circumstances, it maintains approximately the same weighting for each stock as the index does. The fund is non-diversified.
Fees are Average compared to funds in the same category.
Dreyfus Small Cap Stock Index Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.