3 / 5 Stars
4 4 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#84 in Small Blend
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 34.76 percent over the past year, 14.36 percent over the past three years, 26.53 percent over the past five years, and 7.45 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.5%|
|10 Years (Annualized)||7.5%|
The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in small capitalization equity securities economically tied to the U.S. It invests principally in common stocks of small capitalization U.S. companies, some of which are also considered micro capitalization U.S. companies. The fund may also invest in securities of non-U.S. issuers by purchasing American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").
Fees are Above Average compared to funds in the same category.
Russell U.S. Small Cap Equity Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.