4 / 5 Stars
5 5 2 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#75 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 47.69 percent over the past year, 21.50 percent over the past three years, 27.18 percent over the past five years, and 9.05 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||3.6%|
|3 Years (Annualized)||21.5%|
|5 Years (Annualized)||27.2%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term growth through capital appreciation. Under normal conditions, the fund typically invests in equity securities, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.
Fees are Above Average compared to funds in the same category.
Emerald Growth Fund has an expense ratio of 1.29 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.