4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 25.53 percent over the past year, 16.07 percent over the past three years, 20.92 percent over the past five years, and 9.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||9.7%|
The investment seeks capital growth over the long term. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks at the time of purchase. It may also invest up to 20% of its total assets in foreign securities.
Fees are Above Average compared to funds in the same category.
VY JPMorgan Small Cap Core Equity Portfolio has an expense ratio of 1.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.