| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 213 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.28 percent over the past year, 9.93 percent over the past three years, 2.89 percent over the past five years, and 9.13 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.1% |
| 1 Year | 9.3% |
| 3 Years (Annualized) | 9.9% |
| 5 Years (Annualized) | 2.9% |
| 10 Years (Annualized) | 9.1% |
Summary
The investment seeks maximum long-term capital appreciation. The fund normally invests at least 80 percent of its net assets (plus borrowings for investment purposes) in stocks of small-cap companies. It considers a small-cap company to be a company having a market capitalization at time of purchase of an issuer in the Russell 2000® Index. The fund may lend its securities. It may hold cash, or it may manage its cash by investing in cash equivalents and money market funds. The fund also may take temporary defensive positions that are inconsistent with its principal investment strategies. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Pear Tree Columbia Small Cap Fund has an expense ratio of 1.42 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
