2 / 5 Stars
2 2 2 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#128 in Small Blend
U.S. News evaluated 218 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 14.26 percent over the past year, 11.89 percent over the past three years, 5.02 percent over the past five years, and 8.30 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||5.0%|
|10 Years (Annualized)||8.3%|
The investment seeks to provide long-term growth by investing principally in the common stocks of companies with small market capitalizations. The fund will invest, under normal circumstances, at least 80% of its net assets in securities of companies with small market capitalizations. Its advisor defines a small market capitalization company as a company with a market capitalization of less than $3 billion at the time of purchase.
Fees are Above Average compared to funds in the same category.
Manning & Napier Small Cap Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.