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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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 30.25 percent over the past year, and 15.10 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.3% |
| 1 Year | 30.2% |
| 3 Years (Annualized) | 15.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to replicate the returns and characteristics of a small cap index. Under normal circumstances, the fund invests at least 80% of its net assets in securities listed in the Russell 2000® Index (the "Index"). It intends to invest substantially all of its assets in securities of companies included in the index and close substitutes (such as index futures contracts) that are designed to track the index. The index measures the performance of the 2,000 smallest companies (based on total market capitalization) in the Russell 3000® Index.
Fees
Fees are High compared to funds in the same category.
Penn Series Small Cap Index Fund has an expense ratio of 0.55 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
