3 / 5 Stars
4 3 4 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 26.24 percent over the past year, 14.01 percent over the past three years, 19.76 percent over the past five years, and 9.17 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation on an after-tax basis. The fund normally invests primarily in value stocks of small-cap companies. It normally will invest at least 80% of net assets in small-cap companies. The fund may invest up to 25% of total assets in foreign securities located in developed or emerging market countries although it invests primarily in domestic securities.
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.