3 / 5 Stars
3 2 2 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#97 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 32.76 percent over the past year, and 15.38 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. It defines a small-cap company as one with a market capitalization below $3 billion at the time of acquisition. The fund may also invest in mid-cap stocks, including companies with a market capitalization up to $10 billion at the time of acquisition.
Fees are Above Average compared to funds in the same category.
ASTON/LMCG Small Cap Growth Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.