| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
1
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 41.75 percent over the past year, 21.53 percent over the past three years, 6.09 percent over the past five years, and 16.53 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 27.8% |
| 1 Year | 41.7% |
| 3 Years (Annualized) | 21.5% |
| 5 Years (Annualized) | 6.1% |
| 10 Years (Annualized) | 16.5% |
Summary
The investment seeks capital appreciation through investment in small capitalization companies. The fund invests at least 80% of net assets (plus borrowing for investment purposes) in small capitalization companies (i.e., companies with market capitalizations of up to $2 billion at the time of purchase). It generally invests a significant proportion of its assets in companies with market capitalizations under $500 million at the time of purchase. The fund uses an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to select investments.
Fees
Fees are High compared to funds in the same category.
Pacific Advisors Small Cap Value Fund has an expense ratio of 3.45 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
