4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 27.34 percent over the past year, 16.47 percent over the past three years, 23.32 percent over the past five years, and 10.45 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||10.4%|
The investment seeks capital growth over the long term. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks at the time of purchase. It may also invest up to 20% of its total assets in foreign securities.
Fees are Average compared to funds in the same category.
ING JPMorgan Small Cap Core Equity Portfolio has an expense ratio of 0.88 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.