2 / 5 Stars
3 2 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#143 in Small Blend
U.S. News evaluated 225 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 21.95 percent over the past year, 8.85 percent over the past three years, 23.78 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||8.9%|
The investment seeks to provide long term capital appreciation. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It 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 Above Average compared to funds in the same category.
TETON Westwood SmallCap Equity Fund has an expense ratio of 1.75 percent.
Risk is High compared to funds in the same category according to Morningstar.