2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 229 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 24.64 percent over the past year, 14.28 percent over the past three years, 18.94 percent over the past five years, and 5.46 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of net assets in common stocks of small US companies with potential for above-average long-term capital growth. These companies are similar in size to the companies in the Russell 2000 (Reg. TM) Index (generally the 2,000 smallest companies out of the 3,000 largest companies in the US). While it invests primarily in common stocks, the fund may invest up to 20% of its total assets in US government securities. It may also invest in other types of equity securities such as preferred stocks or convertible securities.
Fees are High compared to funds in the same category.
DWS Small Cap Core Fund has an expense ratio of 2.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.