3 / 5 Stars
3 4 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#37 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 29.13 percent over the past year, 15.57 percent over the past three years, 24.49 percent over the past five years, and 8.67 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its assets in the common stocks of small capitalization companies whose stock market capitalizations are $3 billion or less at the time of purchase. Using its "Growth-with-Value" investment philosophy, the adviser seeks to invest in companies that it believes have the potential for significant future business growth and capital appreciation, yet whose stocks, at the time of purchase, are also trading at prices that are undervalued in the public trading markets.
Fees are Above Average compared to funds in the same category.
Kalmar "Growth-with-Value" Small Cap Fund has an expense ratio of 1.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.