2 / 5 Stars
1 1 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#165 in Small Growth
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 19.41 percent over the past year, 13.20 percent over the past three years, 2.02 percent over the past five years, and 8.03 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||12.9%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||2.0%|
|10 Years (Annualized)||8.0%|
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 are High compared to funds in the same category.
Pear Tree Columbia Small Cap Fund has an expense ratio of 1.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.