3 / 5 Stars
4 4 2 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#30 in Small Blend
U.S. News evaluated 229 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 23.95 percent over the past year, 17.74 percent over the past three years, 22.77 percent over the past five years, and 6.11 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||17.7%|
|5 Years (Annualized)||22.8%|
|10 Years (Annualized)||6.1%|
The investment seeks to maximize the total return through investment in equity securities. 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 net assets in equity securities not included in the Russell 2000® Index. The equity securities invested in by the fund are comprised primarily of common stocks and may include initial public offerings of securities (IPOs) as well as exchange-traded funds (ETFs) for cash equitization purposes.
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.