4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#20 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 25.36 percent over the past year, and 15.05 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. The fund invests mainly in the stocks of small and mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that the advisor feels are below average in relation to measures such as cash flow and book value. These stocks may have above-average dividend yields. The fund uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard Explorer Value Fund has an expense ratio of 0.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.