4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#27 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 25.45 percent over the past year, 16.24 percent over the past three years, and 22.33 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return through investment primarily in small capitalization equity securities. The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of small capitalization companies. A small capitalization company is a company with a market capitalization no larger than the company with the largest capitalization contained in the Russell 2000® Index. The equity securities invested in by the fund are comprised primarily of common stocks, and may include IPOs. The fund also may lend its securities, and it may invest in various fixed-income securities and money market funds.
Fees are Above Average compared to funds in the same category.
SSgA Enhanced Small Cap Fund has an expense ratio of 0.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.