2 / 5 Stars
2 2 2 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#138 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 24.88 percent over the past year, 12.76 percent over the past three years, 25.59 percent over the past five years, and 6.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term capital appreciation consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks of U.S. emerging growth companies. Emerging growth companies include companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 2000® Index or the S&P SmallCap 600 Index.
Fees are Above Average compared to funds in the same category.
Glenmede U.S. Emerging Growth Portfolio has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.