4 / 5 Stars
5 4 3 2 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#15 in Small Blend
U.S. News evaluated 215 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 45.00 percent over the past year, 22.07 percent over the past three years, and 17.44 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||39.3%|
|3 Years (Annualized)||22.1%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small-cap companies. It considers small-cap companies to be those companies with market capitalizations between $100 million and $2 billion at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts ("REITs"), royalty trusts, and master limited partnerships ("MLPs"). It generally invests in securities of domestic companies, but may also invest in equity securities of foreign companies and ADRs.
Fees are Above Average compared to funds in the same category.
Westwood SmallCap Value Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.