2 / 5 Stars
1 2 2 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#152 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 26.18 percent over the past year, 13.47 percent over the past three years, 21.75 percent over the past five years, and 5.94 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||5.9%|
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small-and mid-market capitalization companies. For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000® Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap® Growth Index.
Fees are Above Average compared to funds in the same category.
Optimum Small-Mid Cap Growth Fund has an expense ratio of 1.86 percent.
Risk is Average compared to funds in the same category according to Morningstar.