3 / 5 Stars
5 5 2 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#109 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 26.13 percent over the past year, 15.54 percent over the past three years, 24.54 percent over the past five years, and 8.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in common stocks of small companies. The adviser currently considers "small companies" to be those within the market capitalization range of the Russell 2000® Index at the time of initial purchase by the fund.
Fees are Above Average compared to funds in the same category.
RBC Small Cap Core Fund has an expense ratio of 1.17 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.