| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#47 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 32.00 percent over the past year, 22.53 percent over the past three years, 9.53 percent over the past five years, and 9.56 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.3% |
| 1 Year | 32.0% |
| 3 Years (Annualized) | 22.5% |
| 5 Years (Annualized) | 9.5% |
| 10 Years (Annualized) | 9.6% |
Summary
The investment seeks long-term capital growth. The fund primarily invests at least 80% of its net assets in "emerging companies." It will invest at least 80% of its net assets, under normal circumstances, in U.S. companies with market capitalizations within the range of the Russell Microcap® Index and the Russell 2000® Index. The fund may invest a portion of its assets in real estate investment trusts (REITs). Generally, it may hold between approximately 75-120 securities.
Fees
Fees are High compared to funds in the same category.
Managers Cadence Emerging Companies Fund has an expense ratio of 1.37 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
