1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 219 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 19.97 percent over the past year, 10.87 percent over the past three years, and 20.18 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in a diversified portfolio of equity securities of small capitalization U.S. companies. The Adviser considers small capitalization companies to be those with market capitalizations within the range of the market capitalization of companies in the Russell 2000® Index.
Fees are Above Average compared to funds in the same category.
Montibus Small Cap Growth Fund has an expense ratio of 1.48 percent.
Risk is Average compared to funds in the same category according to Morningstar.