2 / 5 Stars
2 2 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#84 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 34.03 percent over the past year, 14.72 percent over the past three years, 23.03 percent over the past five years, and 5.51 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in small cap companies. It primarily invests in stocks of small cap companies. The fund defines a small cap company as one whose market capitalization falls approximately (i) within the current market capitalization range of companies in the Russell 2000 Value Index or (ii) below the average, for the past three years, of the highest market capitalization company as of December 31 within the Russell 2000 Value Index.
Fees are Above Average compared to funds in the same category.
PNC Multi Factor Small Cap Value has an expense ratio of 1.54 percent.
Risk is Low compared to funds in the same category according to Morningstar.