2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 229 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 22.66 percent over the past year, 12.98 percent over the past three years, 17.36 percent over the past five years, and 6.47 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.2%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||6.5%|
The investment seeks long term capital appreciation. The fund invests at least 80% of its total assets in 10 to 25 unaffiliated open-end mutual funds (underlying funds) which in turn, invest principally (i.e. at least 80% of their total assets) in common stocks of small and micro-capitalization companies. It currently considers small capitalization companies to be those with market capitalization of $2 billion or less and considers micro-capitalization companies to be those with market capitalization of $500 million or less.
Fees are Above Average compared to funds in the same category.
MH Elite Small Cap Fund of Funds Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.