2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#132 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 33.77 percent over the past year, 16.26 percent over the past three years, and 19.45 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||30.0%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock of domestic small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000 Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
Boston Trust Small Cap Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.