3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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.
The fund has returned 20.29 percent over the past year, 13.54 percent over the past three years, and 6.67 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||16.0%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in growth stocks issued by companies with small sized market capitalizations that the Adviser believes to possess above-average growth potential. At least 80% of the fund's total assets are invested in small-cap growth stocks and at least 85% of the fund's total assets will be invested in equity securities.
Fees are High compared to funds in the same category.
Mutual Of America Small Cap Growth Fund has an expense ratio of 1.44 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.