2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#99 in Small Blend
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 24.63 percent over the past year, 13.55 percent over the past three years, and 17.42 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with small market capitalizations. It defines a small capitalization company as any company with a market capitalization no larger than the largest company included in the Russell 2000® Value Index at the time of initial investment. The subadviser selects stocks it believes are undervalued and exhibit potential "change factor" characteristics.
Fees are Above Average compared to funds in the same category.
Frontegra Netols Small Cap Value Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.