2 / 5 Stars
3 3 2 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#15 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 41.81 percent over the past year, 24.11 percent over the past three years, 17.30 percent over the past five years, and 6.65 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||35.3%|
|3 Years (Annualized)||24.1%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||6.7%|
The investment seeks to maximize total return. The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of companies in the Russell 2000® Index, the fund's benchmark. It may invest up to 20% of its assets in equity securities not included in the index. The equity securities invested in by the fund are comprised primarily of common stocks and may include IPOs as well as ETFs for cash equitization purposes. The fund also may lend its securities, and it may invest in various fixed-income securities and money market funds, including money market funds advised by the fund's investment advisor, in order to manage its cash.
Fees are Above Average compared to funds in the same category.
SSgA Dynamic Small Cap Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.