3 / 5 Stars
2 1 2 4 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#92 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 28.94 percent over the past year, 9.25 percent over the past three years, 24.60 percent over the past five years, and 8.20 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||24.6%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term capital appreciation. The fund will invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies with market capitalizations of under $1 billion at the time of purchase. In selecting investments, the Advisor seeks growth opportunities by investing in companies that it believes will appreciate in value. The equity securities the fund may purchase consist mostly of common stock, although the fund may purchase preferred and convertible stocks.
Fees are Above Average compared to funds in the same category.
Perkins Discovery Fund has an expense ratio of 2.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.