| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
3
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 36.73 percent over the past year, 16.11 percent over the past three years, 7.62 percent over the past five years, and 12.39 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.1% |
| 1 Year | 36.7% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | 7.6% |
| 10 Years (Annualized) | 12.4% |
Summary
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
Fees are High compared to funds in the same category.
RS Partners Fund has an expense ratio of 1.16 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
