4 / 5 Stars
5 5 3 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 in Small Blend
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.
The fund has returned 35.03 percent over the past year, 17.18 percent over the past three years, and 28.63 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||17.2%|
|5 Years (Annualized)||28.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests in small-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer a good balance between reasonable valuations and attractive growth prospects relative to their industry peers. The advisor does this by using quantitative models to evaluate all of the securities in the fund's benchmark, the MSCI US Small Cap 1750 Index, while maintaining a risk profile similar to that of the index. At least 80% of its assets will be invested in small-cap equity securities.
Fees are Average compared to funds in the same category.
Vanguard Strategic Small Cap Equity Fund has an expense ratio of 0.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.