4 / 5 Stars
4 3 4 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 17.58 percent over the past year, 14.52 percent over the past three years, 18.91 percent over the past five years, and 10.68 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.2%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||10.7%|
The investment seeks long term capital appreciation. The fund primarily invests in common stocks of smaller companies with a market capitalization of $500 million or less at the time of purchase. It focuses on micro-cap companies which appear to be underpriced relative to their "private market value." Private market value is the value which the Adviser believes informed investors would be willing to pay to acquire a company. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs"), including in emerging markets.
Fees are High compared to funds in the same category.
TETON Westwood Mighty Mites Fund has an expense ratio of 2.16 percent.
Risk is Low compared to funds in the same category according to Morningstar.