5 / 5 Stars
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 211 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 41.06 percent over the past year, 20.68 percent over the past three years, 27.81 percent over the past five years, and 10.65 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||37.1%|
|3 Years (Annualized)||20.7%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||10.6%|
The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential or relatively well-known and large companies with potential for capital appreciation. Small-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index. The fund may also invest in foreign equity and debt securities, which may include investments in emerging markets.