3 / 5 Stars
5 4 2 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in Small Blend
U.S. News evaluated 225 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 28.56 percent over the past year, 19.30 percent over the past three years, and 22.57 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.8%|
|3 Years (Annualized)||19.3%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests primarily in common stocks of companies whose market capitalizations at the time of the fund's initial purchase are below the dollar-weighted median market capitalization of companies in the Russell 2000® Index, which are often referred to as "micro-cap" companies. However, it is more broadly authorized to invest in common stocks of small capitalization companies, defined for this purpose as companies whose market capitalizations at the time of initial purchase are at or below the highest capitalization represented in the Russell 2000® Index.
Fees are Above Average compared to funds in the same category.
RBC Enterprise Fund has an expense ratio of 1.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.