3 / 5 Stars
4 3 3 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#112 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 27.86 percent over the past year, 14.05 percent over the past three years, 27.69 percent over the past five years, and 8.51 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||8.5%|
The investment seeks maximum capital appreciation, consistent with reasonable risk to principal. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small cap companies. It focuses on U.S. companies with total market capitalizations (number of shares outstanding multiplied by share price) which, at the time of initial purchase, fall within the range of companies in the Russell 2000 Index at reconstitution.
Fees are Above Average compared to funds in the same category.
Rice Hall James Small Cap Portfolio has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.