Morgan Dempsey Small/Micro Cap Value Fund

Class Other (MITYX)
Scorecard
2 / 5 Stars
Lipper
1 1 4 3 4
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.16 percent over the past year, and 11.62 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -1.0%
1 Year 25.2%
3 Years (Annualized) 11.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

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.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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