2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 215 Small Growth 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 28.53 percent over the past year, 11.96 percent over the past three years, 27.25 percent over the past five years, and 10.11 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||27.3%|
|10 Years (Annualized)||10.1%|
The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities of U.S. companies with smaller market capitalizations. It currently considers "smaller market capitalization" companies to be companies with market capitalizations that are below the highest market capitalization of companies represented in the Russell 2000 Growth Index (approximately $5.4 billion as of November 29, 2013).
Fees are Above Average compared to funds in the same category.
AllianzGI U.S. Small-Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.