4 / 5 Stars
4 4 2 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#76 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 23.61 percent over the past year, 15.23 percent over the past three years, 21.92 percent over the past five years, and 9.58 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap U.S. companies. The adviser currently considers small-cap companies to be those with total market capitalizations 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 benchmark index. The fund's portfolio managers use fundamental research and qualitative analysis to select stocks among the portfolio candidates.
Fees are Above Average compared to funds in the same category.
Dreyfus/The Boston Company Small Cap Value Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.