5 / 5 Stars
5 5 2 1 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 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 28.15 percent over the past year, 16.98 percent over the past three years, and 23.55 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||23.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to outperform the Russell 2000® Index. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of "small cap companies." A small cap company is defined by the Adviser as a company whose market capitalization, at the time of purchase, is no larger than that of the largest company included in the Russell 2000® Index and no smaller than that of the smallest company included in the Russell 2000® Index. The fund will primarily invest in common stocks of small cap companies that are traded on U.S. exchanges.
Fees are Above Average compared to funds in the same category.
TFS Small Cap Fund has an expense ratio of 1.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.