| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
2
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#57 in Small Blend
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 31.58 percent over the past year, 14.19 percent over the past three years, 7.88 percent over the past five years, and 11.56 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.1% |
| 1 Year | 31.6% |
| 3 Years (Annualized) | 14.2% |
| 5 Years (Annualized) | 7.9% |
| 10 Years (Annualized) | 11.6% |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of small-cap U.S. companies. The fund adviser currently considers small-cap companies to be those with total market capitalizations, at the time of purchase, that are equal to or less than the total market capitalization of the largest company included in the Russell 2000® Value Index. The fund's portfolio managers use fundamental research and qualitative analysis to select stocks among the portfolio candidates. The portfolio managers look for companies with strong competitive positions, high quality management, and financial strength.
Fees
Fees are High compared to funds in the same category.
Dreyfus/The Boston Company Small Cap Value Fund has an expense ratio of 0.98 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
