3 / 5 Stars
5 5 2 4 1
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 26.94 percent over the past year, 15.87 percent over the past three years, and 23.51 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization ("small cap") companies, including common and preferred stocks and convertible securities. It is currently anticipated that the fund normally will invest at least 95% of its net assets in these companies. The fund's managers consider a company to be a small cap company if it has a market capitalization, at the time of purchase, within the capitalization range of the Russell 2000® Index as of the date it was last reconstituted.
Fees are Above Average compared to funds in the same category.
Great lakes Small Cap Opportunity Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.