2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#135 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 33.80 percent over the past year, 11.08 percent over the past three years, and 24.82 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||24.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs"). It will invest in small-cap companies and, to a lesser extent, in larger companies. The fund's managers consider small-cap companies to include any company that has less than a $3 billion market capitalization at the time of acquisition.
Fees are Above Average compared to funds in the same category.
River Oak Discovery Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.