3 / 5 Stars
4 3 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#39 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 30.17 percent over the past year, 14.14 percent over the past three years, 18.97 percent over the past five years, and 9.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.2%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term capital growth. 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. The advisor defines these companies as those with market capitalizations, at the time of the fund's investment, comparable in size to the companies in the Russell 2000® Index or to the companies at the time of their entry in the S&P SmallCap 600® Index.
Fees are Above Average compared to funds in the same category.
BlackRock Small Cap Growth Equity Portfolio has an expense ratio of 1.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.