8.2 in Small Growth
U.S. News evaluated 225 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 4 4 4 1 4 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | B+ (Buy) |
Fund Overview
The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities of smaller companies (those companies with market values between $400 million and $2.5 billion). It may invest in common stocks, securities convertible into common stocks, warrants and fixed-income securities.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 5.4% |
| 3 Years (Annualized) | 30.4% |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned 5.43 percent over the past year, and 30.40 percent over the past three years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.01 | 5.01 |
| Stocks | 90.38 | 90.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.48 | 0.48 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.13 | 4.13 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Prime Money Market Morgan | --- | --- | 5.01 |
| Approach Resources, Inc. | AREX | 30.53 | 2.07 |
| Wesco International, Inc. | WCC | 24.5 | 1.99 |
| HMS Holdings Corporation | HMSY | -3.0 | 1.89 |
| Group I Automotive Inc | GPI | 10.19 | 1.8 |
Fees
Praxis Small Cap Fund has an expense ratio of 1.71 percent.
