2 / 5 Stars
2 2 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#108 in Small Growth
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 35.79 percent over the past year, 13.56 percent over the past three years, 23.34 percent over the past five years, and 6.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||7.0%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small cap companies. The advisor currently considers small cap companies to be those companies with market capitalizations that are equal to or less than the market capitalization of the largest company included in the Russell 2000® Index. The fund may invest up to 15% of its assets in the equity securities of foreign issuers, including up to 10% of its assets in the equity securities of issuers located in emerging market countries.
Fees are Above Average compared to funds in the same category.
BNY Mellon Small Cap Multi-Strategy Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.