Strategic Advisers® Small-Mid Cap Multi-Manager Fund

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.

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Performance

The fund has returned 24.08 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 24.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities of small and mid cap companies (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500® Index) and in shares of other small and mid cap funds. The fund invests in domestic and foreign issuers. It invests directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities.

Fees

Fees are Above Average compared to funds in the same category.
Strategic Advisers® Small-Mid Cap Multi-Manager Fund has an expense ratio of 1.16 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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