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 21.01 percent over the past year, 12.30 percent over the past three years, and 18.71 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.9%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in value stocks issued by companies with small sized market capitalizations that the Adviser believes to be undervalued in the marketplace in relation to factors such as the company's assets, earnings or growth potential. At least 80% of the fund's total assets are invested in small-cap value stocks and at least 85% of the fund's total assets will be invested in equity securities.
Fees are Above Average compared to funds in the same category.
Mutual Of America Small Cap Value Fund has an expense ratio of 0.85 percent.
Risk is Low compared to funds in the same category according to Morningstar.