3 / 5 Stars
4 4 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#57 in Small Growth
U.S. News evaluated 219 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 17.83 percent over the past year, 13.91 percent over the past three years, 22.72 percent over the past five years, and 8.30 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||22.7%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term capital growth. The fund typically invests in a portfolio of small- and mid-capitalization growth-oriented companies. It typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities. The fund invests principally in equity securities of companies with market capitalizations (at the time of purchase) of either up to $8 billion or 120% of the market capitalization of the largest company included in the Russell 2500® Index.
Fees are Above Average compared to funds in the same category.
RS Select Growth Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.