3 / 5 Stars
4 4 3 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
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 34.58 percent over the past year, 14.44 percent over the past three years, 26.30 percent over the past five years, and 9.69 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||9.7%|
The investment seeks long-term capital appreciation. The fund invests principally in equity securities of small-capitalization companies. It typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities. The fund's investment team currently expects that the fund typically will hold between 40 and 60 securities positions. It is non-diversified.
Fees are Above Average compared to funds in the same category.
RS Partners Fund has an expense ratio of 1.90 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.