| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#25 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 34.56 percent over the past year, 17.44 percent over the past three years, and 6.64 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 19.2% |
| 1 Year | 34.6% |
| 3 Years (Annualized) | 17.4% |
| 5 Years (Annualized) | 6.6% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Westwood SmallCap Value Fund has an expense ratio of 1.25 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
