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2 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 20.51 percent over the past year, 8.98 percent over the past three years, 8.50 percent over the past five years, and 8.96 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 20.5% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | 8.5% |
| 10 Years (Annualized) | 9.0% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in the securities of issuers classified in the small or medium/small capitalization quintiles of the Russell 3000® Index. It also currently observes the following operating policies: actively seeking investment in companies that achieve excellence in both financial return and environmental soundness, and selecting issuers that take positive steps toward preserving the environment; and not investing in corporations whose primary source of revenue is derived from the production or sale of tobacco products or the manufacture of handguns.
Fees
Fees are Above Average compared to funds in the same category.
Great-West Ariel Small Cap Value Fund has an expense ratio of 1.35 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
