3 / 5 Stars
4 3 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 227 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 25.83 percent over the past year, 12.67 percent over the past three years, and 27.69 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts ("ADRs"), that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2000 Value Index. It may invest a portion of its assets in derivatives, including options and futures contracts. The fund may, from time to time, invest a portion of its assets in technology stocks.
Fees are Above Average compared to funds in the same category.
Guggenheim Small Cap Value Fund has an expense ratio of 1.05 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.