3 / 5 Stars
5 5 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#16 in Small Growth
U.S. News evaluated 213 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 16.28 percent over the past year, 13.28 percent over the past three years, and 7.76 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.0%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||7.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund invests at least 80% of its net assets in securities of small- and mid-sized U.S. companies. The managers have limited flexibility to invest in the securities of foreign companies, including emerging markets (up to 15% of its net assets may be invested in foreign securities). Each sub-advisor manages a portion of the fund's assets by independently managing a portfolio typically composed of between 8 and 15 stocks.
Fees are Above Average compared to funds in the same category.
Litman Gregory Masters Smaller Companies Fund has an expense ratio of 1.57 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.