4 / 5 Stars
5 5 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 in Small Growth
U.S. News evaluated 216 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 26.50 percent over the past year, and 19.41 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.1%|
|3 Years (Annualized)||19.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests in common stocks of publicly traded companies that the sub-adviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, the ability to increase market share, strong earnings growth potential and experienced management. It normally invests at least 80% of net assets plus borrowings in small capitalization U.S. companies. The fund may also invest up to 10% of assets in ETFs.
Fees are High compared to funds in the same category.
HighMark Geneva Small Cap Growth Fund has an expense ratio of 1.62 percent.
Risk is Low compared to funds in the same category according to Morningstar.