4 / 5 Stars
4 4 4 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 227 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 29.94 percent over the past year, 14.49 percent over the past three years, 23.65 percent over the past five years, and 9.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||23.6%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term, after-tax returns for its shareholders by investing in a diversified portfolio of value stocks of small-cap companies. The fund normally invests primarily in value stocks of small-cap companies. It normally will invest at least 80% of its net assets in small-cap companies (the "80% Policy"). Although it invests primarily in domestic securities, the fund may invest up to 25% of its total assets in foreign securities located in developed or emerging market countries.
Fees are Above Average compared to funds in the same category.
Eaton Vance Tax-Managed Small-Cap Value Fund has an expense ratio of 1.20 percent.
Risk is Low compared to funds in the same category according to Morningstar.