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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 213 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all 1492 Capital Management, LLC funds
Performance
The fund has returned 7.06 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.0% |
| 1 Year | 7.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small capitalization companies that have market capitalization below $3 billion at the time of purchase. It may invest up to 25% of its net assets in securities of small-cap foreign companies, including up to 10% in companies located in emerging markets. The fund may also invest up to 20% of its net assets in derivative instruments.
Fees
Fees are Above Average compared to funds in the same category.
1492 Small Cap Growth Fund has an expense ratio of 1.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
