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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.17 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.7% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
