4 / 5 Stars
3 3 3 4 3
Zacks Investment Research
Standard & Poor's
3 / 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 22.61 percent over the past year, 13.33 percent over the past three years, 20.64 percent over the past five years, and 9.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies with market capitalizations that fall within the capitalization range of the Russell 2000® Index, an index that tracks stocks of the 2000 smallest U.S. companies in the Russell 3000® Index, at the time of purchase.
Fees are Above Average compared to funds in the same category.
Great-West Loomis Sayles Small Cap Value Fund has an expense ratio of 1.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.