4 / 5 Stars
4 4 3 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 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 25.97 percent over the past year, 16.00 percent over the past three years, 22.47 percent over the past five years, and 8.37 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-sized U.S. companies. It defines a "smaller company" as one whose market capitalization falls below the market capitalization of the largest company in the Russell 2500® Index.
Fees are Above Average compared to funds in the same category.
Litman Gregory Masters Smaller Companies Fund has an expense ratio of 1.47 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.