| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
2
1
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
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.
Performance
The fund has returned 11.51 percent over the past year, 9.04 percent over the past three years, 4.06 percent over the past five years, and 10.15 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.2% |
| 1 Year | 11.5% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities issued by U.S. small capitalization companies which fund management believes offer superior prospects for growth. The fund management team focuses on U.S. small capitalization emerging growth companies. The fund adviser generally defines small-capitalization companies as those with market capitalizations comparable in size to the companies in the Russell 2000® Growth Index. It primarily invests in common stock but also can invest in preferred stock and convertible securities.
Fees
Fees are Above Average compared to funds in the same category.
BlackRock Small Cap Growth Equity Portfolio has an expense ratio of 1.99 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
