1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#158 in Small Growth
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 18.30 percent over the past year, 10.56 percent over the past three years, and 19.97 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in a portfolio of domestic common stocks of small cap companies. The Advisor defines "small cap" companies as companies with a total market capitalization between $150 million and $2 billion at the time of purchase. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
AlphaMark Small Cap Growth Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.