5 / 5 Stars
5 4 4 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 20.89 percent over the past year, and 16.01 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long term capital appreciation by investing primarily in publicly traded small-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of assets in publicly traded foreign securities and may hold up to 10% of net assets in illiquid securities. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Vulcan Value Partners Small Cap Fund has an expense ratio of 1.28 percent.
Risk is Low compared to funds in the same category according to Morningstar.