3 / 5 Stars
4 4 2 2 2
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 46.28 percent over the past year, 19.99 percent over the past three years, 25.63 percent over the past five years, and 8.12 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||20.0%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||8.1%|
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. micro-cap stocks. It generally considers a stock to be a micro-cap stock if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index. As of May 31, 2012, the range of market capitalizations for the Russell Microcap® Index was $7 million to $2.1 billion. The fund may retain securities that it already has purchased even if the stock outgrows the capitalization limits.
Fees are Above Average compared to funds in the same category.
Managers Micro-Cap Fund has an expense ratio of 1.44 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.