| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#147 in Small Growth
U.S. News evaluated 216 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.10 percent over the past year, 11.42 percent over the past three years, and 4.43 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.5% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 11.4% |
| 5 Years (Annualized) | 4.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth. The fund invests primarily in U.S. common stocks, but may, to a lesser extent, invest in foreign common stocks and ADRs. It will invest in small-cap companies and, to a lesser extent, in larger companies. The fund considers small-cap companies to include any company that has less than a $3 billion market capitalization at the time of acquisition. The adviser may sell a security if the reason for its original purchase changes or when it believes better opportunities are available among similar companies. The fund may engage in frequent and active trading of securities.
Fees
Fees are High compared to funds in the same category.
River Oak Discovery Fund has an expense ratio of 1.35 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
