4 / 5 Stars
5 5 2 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#44 in Small Growth
U.S. News evaluated 215 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 31.30 percent over the past year, 18.68 percent over the past three years, 26.96 percent over the past five years, and 8.12 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||18.7%|
|5 Years (Annualized)||27.0%|
|10 Years (Annualized)||8.1%|
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).
Fees are Above Average compared to funds in the same category.
Managers Cadence Emerging Companies Fund has an expense ratio of 1.38 percent.
Risk is High compared to funds in the same category according to Morningstar.