2 / 5 Stars
2 1 2 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#163 in Small Growth
U.S. News evaluated 211 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 34.51 percent over the past year, 14.31 percent over the past three years, 22.02 percent over the past five years, and 7.15 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||29.5%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||7.1%|
The investment seeks to provide long-term growth by investing principally in the common stocks of companies with small market capitalizations. The fund will invest, under normal circumstances, at least 80% of its net assets in securities of companies with small market capitalizations. It may invest in U.S. and foreign stocks, including those in emerging markets, shares of real estate investment companies (REITs), American Depository Receipts (ADRs) and other U.S. dollar denominated securities of foreign issuers.
Fees are Above Average compared to funds in the same category.
Manning & Napier Small Cap Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.