Thomson Horstmann & Bryant Microcap Fund

U.S. News evaluated 227 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 36.08 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -1.0%
1 Year 36.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-capitalization companies. In addition, it may invest in American Depositary Receipts ("ADRs"). The fund expects that typically 10% or less of the fund's total asset value will be invested in ADRs, as determined at the time of investment. The Adviser may invest in both growth and value stocks.

Fees

Fees are Above Average compared to funds in the same category.
Thomson Horstmann & Bryant Microcap Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Thomson Horstmann & Bryant Funds