4 / 5 Stars
5 5 4 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 23.67 percent over the past year, 17.50 percent over the past three years, and 26.12 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||26.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund primarily invests in stocks of U.S. small cap companies including, for example, those with stock market capitalizations between $100 million and $3 billion at time of purchase. Under normal circumstances, it invests at least 80% of its net assets plus any borrowings for investment purposes in small cap companies.
Fees are Above Average compared to funds in the same category.
PNC Small Cap Fund has an expense ratio of 2.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.