3 / 5 Stars
5 4 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#53 in Small Blend
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.
The fund has returned 29.92 percent over the past year, 20.05 percent over the past three years, 31.73 percent over the past five years, and 12.89 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||20.1%|
|5 Years (Annualized)||31.7%|
|10 Years (Annualized)||12.9%|
The investment seeks capital appreciation through investment in small capitalization companies. Under normal circumstances, the fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell 2000® Index. It generally invests a significant proportion of its assets in companies with market capitalizations that are, at the time of purchase, not greater than the highest market capitalization of companies in the Russell Microcap® Index (which are often referred to as "micro-cap stocks").
Fees are High compared to funds in the same category.
Pacific Advisors Small Cap Value Fund has an expense ratio of 2.71 percent.
Risk is High compared to funds in the same category according to Morningstar.