3 / 5 Stars
3 3 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#113 in Small Growth
U.S. News evaluated 219 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 17.03 percent over the past year, 12.03 percent over the past three years, 20.50 percent over the past five years, and 8.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its assets in the common stocks of small capitalization ("small cap") companies. The fund's managers consider small cap companies to be companies whose stock market capitalizations (total equity market value of outstanding shares) are $3.5 billion or less at the time of purchase or companies whose stock market capitalizations are within the current market capitalization range of the Russell 2000 Growth Index or the Russell 2000 Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
Kalmar "Growth-with-Value" Small Cap Fund has an expense ratio of 1.29 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.