3 / 5 Stars
4 3 1 4 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#106 in Small Growth
U.S. News evaluated 211 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 43.50 percent over the past year, 19.21 percent over the past three years, 22.10 percent over the past five years, and 9.81 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||41.0%|
|3 Years (Annualized)||19.2%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||9.8%|
The investment seeks long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. From time to time it may invest in shares of companies through "new issues" or initial public offerings ("IPOs"). The fund may invest in debt securities, indexed and inverse securities and real estate investment trusts ("REITs").
Fees are Above Average compared to funds in the same category.
BlackRock Small Cap Growth Equity Portfolio has an expense ratio of 1.17 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.