3 / 5 Stars
5 5 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 221 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 30.73 percent over the past year, 17.84 percent over the past three years, and 7.61 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.2%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||7.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small capitalization companies that the Adviser believes have improving earnings growth potential and attractive valuation. It normally invests at least 80% of net assets plus borrowings in equity securities of small capitalization companies. The fund may invest up to 20% of assets in foreign securities, including American Depositary Receipts in addition to holdings in primarily U.S. small-cap equity securities.
Fees are High compared to funds in the same category.
HighMark Small Cap Core Fund has an expense ratio of 1.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.