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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of small-cap companies. It currently defines small-cap companies as those with market capitalizations between $50 million and $3 billion at the time of purchase. The fund's investments will generally consist of securities publicly traded in the United States, which may include common stocks, preferred stocks, warrants to acquire common stock, securities convertible into common stock, and American Depositary Receipts ("ADRs"), which evidence ownership of securities in a foreign company.
