4 / 5 Stars
5 5 4 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 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 26.73 percent over the past year, 16.49 percent over the past three years, 21.11 percent over the past five years, and 10.28 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets (measured at the time of purchase) in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000® Index. The advisor believes that undervalued companies with good earnings prospects have superior appreciation potential with reasonable levels of risk.
Fees are Above Average compared to funds in the same category.
Stratton Small Cap Value Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.