| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#10 in Small Growth
U.S. News evaluated 216 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 29.37 percent over the past year, 18.96 percent over the past three years, 8.39 percent over the past five years, and 8.80 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.6% |
| 1 Year | 29.4% |
| 3 Years (Annualized) | 19.0% |
| 5 Years (Annualized) | 8.4% |
| 10 Years (Annualized) | 8.8% |
Summary
The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It will ordinarily invest in approximately 55-90 stocks. The fund primarily invests in common stock and preferred stock of U.S. small-capitalization companies. Small-capitalization companies are those with a market capitalization of less than $3.5 billion at the time of purchase. It invests in an unrestricted opportunity set, pursuing quality companies with either growth or value oriented characteristics.
Fees
Fees are High compared to funds in the same category.
Managers AMG GW&K Small Cap Equity has an expense ratio of 1.41 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
