3 / 5 Stars
4 4 3 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#74 in Small Growth
U.S. News evaluated 211 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 33.21 percent over the past year, 16.41 percent over the past three years, 18.86 percent over the past five years, and 10.54 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.1%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||10.5%|
The investment seeks capital growth. The fund normally invests at least 80% of investable assets in equity and equity-related securities of small, less well-known companies that the investment subadviser believes are relatively undervalued. In deciding which stocks to buy, it uses a blend of both value and growth styles. The investment subadviser currently considers small companies to be those with a market capitalization less than the largest market capitalization of the Russell 2500 Index at the time of investment.
Fees are Above Average compared to funds in the same category.
Prudential Jennison Small Company Fund has an expense ratio of 1.17 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.