3 / 5 Stars
4 3 3 3 5
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 25.38 percent over the past year, 13.25 percent over the past three years, 25.33 percent over the past five years, and 7.84 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||25.3%|
|10 Years (Annualized)||7.8%|
The investment seeks long-term capital appreciation by investing primarily in securities of small-cap companies. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of U.S. companies with market capitalizations at the time of investment of $3.5 billion or less, which include common stocks, securities convertible into common stock and exchange traded funds ("ETFs") whose underlying securities are issued by small capitalization companies. It may also invest in mid-cap stocks.
Fees are Above Average compared to funds in the same category.
MainStay U.S. Small Cap Fund has an expense ratio of 1.04 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.