3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 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 21.90 percent over the past year, and 12.77 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.8%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks and other equity securities of micro- and small-size market capitalizations companies. In addition to common stocks, equity securities may also include preferred stocks, convertible debt securities, derivative securities, swaps and synthetic instruments, and other investment companies and exchange-traded funds ("ETFs") that invest in equity securities of micro-cap and small-cap companies. It may also sell shares of equity securities or ETFs short for hedging purposes.
Fees are Above Average compared to funds in the same category.
Morgan Dempsey Small/Micro Cap Value Fund has an expense ratio of 1.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.