3 / 5 Stars
1 1 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#65 in Small Growth
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 16.15 percent over the past year, 11.55 percent over the past three years, 17.94 percent over the past five years, and 6.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.8%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||6.4%|
The investment seeks maximum long-term capital appreciation. Under normal market conditions, Small Cap Fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of small-cap companies. Its managers consider a small-cap company to be a company having at time of purchase a market capitalization of an issuer in the Russell 2000® Index. Small Cap 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 is non-diversified.
Fees are Above Average compared to funds in the same category.
Pear Tree Columbia Small Cap Fund has an expense ratio of 1.53 percent.
Risk is Average compared to funds in the same category according to Morningstar.