Stratton Small Cap Value Fund

Class No Load (STSCX)
Scorecard
4 / 5 Stars
Lipper
5 4 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

#1 in Small Blend

U.S. News evaluated 228 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 27.34 percent over the past year, 15.87 percent over the past three years, 24.02 percent over the past five years, and 10.26 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 4.9%
1 Year 27.3%
3 Years (Annualized) 15.9%
5 Years (Annualized) 24.0%
10 Years (Annualized) 10.3%

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Summary

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

Fees are Above Average compared to funds in the same category.
Stratton Small Cap Value Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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