3 / 5 Stars
3 3 3 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#16 in Small Blend
U.S. News evaluated 218 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 21.52 percent over the past year, 14.46 percent over the past three years, and 3.80 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.3%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||3.8%|
|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. 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. The Adviser's quantitative analysis focuses on company fundamentals and is conducted using a proprietary total composite model that considers valuation, earnings and trading momentum characteristics to rank securities.
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.