3 / 5 Stars
5 5 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#58 in Small Blend
U.S. News evaluated 215 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 36.16 percent over the past year, 19.45 percent over the past three years, 19.63 percent over the past five years, and 9.59 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||31.2%|
|3 Years (Annualized)||19.5%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in common stocks of small companies. It 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. As of May 31, 2012, the market capitalization range of the Russell 2000® Index was $101 million to $2.6 billion.
Fees are Above Average compared to funds in the same category.
RBC Small Cap Core Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.