3 / 5 Stars
2 2 4 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#100 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 29.29 percent over the past year, 12.67 percent over the past three years, 24.72 percent over the past five years, and 10.27 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||24.7%|
|10 Years (Annualized)||10.3%|
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of small capitalization companies. It may invest up to 20% of total assets in equity 80% of net assets in equity securities of small capitalization companies. The fund may invest up to 20% of total assets in equity and debt securities of non-U.S. issuers.
Fees are Above Average compared to funds in the same category.
Pioneer Oak Ridge Small Cap Growth Fund has an expense ratio of 1.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.