2 / 5 Stars
1 1 2 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#140 in Small Growth
U.S. News evaluated 219 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 12.63 percent over the past year, 9.48 percent over the past three years, 17.59 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets in a blended portfolio of growth and value stocks of small-cap companies. The fund defines companies with market capitalizations of up to $3.25 billion, at the time of acquisition, to be small-cap companies. The fund may invest in real estate investment trusts ("REITs"), foreign securities (directly and through depositary receipts), convertible bonds, securities outside the small-cap range and cash-equivalent securities.
Fees are Above Average compared to funds in the same category.
ASTON/TAMRO Small Cap Fund has an expense ratio of 1.31 percent.
Risk is Average compared to funds in the same category according to Morningstar.