3 / 5 Stars
5 4 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Small Growth
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.
The fund has returned 21.20 percent over the past year, 15.87 percent over the past three years, and 8.65 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.8%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||8.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in small cap companies. It primarily invests in stocks of U.S. small cap companies with stock market capitalizations between $100 million and $3 billion at time of purchase. The fund also considers a small cap company as one whose market capitalization at the time of purchase falls approximately (i) within the current market capitalization range of companies in the Russell 2000 Index or (ii) below the average, for the past three years, of the highest market capitalization company as of December 31 within the Russell 2000 Index.
Fees are Above Average compared to funds in the same category.
PNC Small Cap Fund has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.