3 / 5 Stars
2 3 2 5 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 37.98 percent over the past year, 15.79 percent over the past three years, 25.74 percent over the past five years, and 6.91 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in the common stocks of a diversified group of growth companies that are included in the Russell 2000® Index at the time of purchase, or if not included in that index, have market capitalizations of $3 billion or below at the time of purchase. It invests up to 20% in equity securities of companies with market capitalizations in excess of $3 billion and up to 25% of its total assets in foreign securities; however, securities of Canadian issuers and American Depository Receipts ("ADRs") are not subject to this 25% limitation.
Fees are Above Average compared to funds in the same category.
Great-West Small Cap Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.