3 / 5 Stars
3 4 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#63 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 25.21 percent over the past year, 15.25 percent over the past three years, and 19.47 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.4%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long-term total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S.-listed equity securities of companies with small market capitalizations ("80% Policy"). Such securities may be issued by companies that are organized in the U.S. or those organized in a foreign jurisdiction. U.S.-listed equities also include real estate investment trusts ("REITs"). For these purposes, small market capitalization companies are those with market capitalizations that are similar, at the time of their purchase, to those of the Russell 2000® Index or the S&P SmallCap 600® Index.
Fees are Above Average compared to funds in the same category.
Golden Small Cap Core Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.