3 / 5 Stars
3 4 2 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#50 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 36.74 percent over the past year, 14.61 percent over the past three years, 24.24 percent over the past five years, and 8.31 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||24.2%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of small capitalization companies or in other investments with similar economic characteristics. It defines small cap companies as companies with market caps not exceeding $3 billion or the highest month-end market cap value of any stock in the Russell 2000® Growth Index for the previous 12 months, whichever is greater. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market.
Fees are Average compared to funds in the same category.
Consulting Group Small Cap Growth Fund has an expense ratio of 0.97 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.