2 / 5 Stars
1 1 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
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 29.19 percent over the past year, 14.30 percent over the past three years, 20.96 percent over the past five years, and 7.62 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital growth. The fund, under normal circumstances, 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 fund manager generally 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.
Fees are High compared to funds in the same category.
BlackRock Small Cap Growth Fund II has an expense ratio of 2.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.