3 / 5 Stars
4 5 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#35 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 22.62 percent over the past year, 13.79 percent over the past three years, 21.94 percent over the past five years, and 9.02 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||9.0%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in small-capitalization companies. Its investment team currently considers a company to be a small-capitalization company if its market capitalization (at the time of purchase) is either up to $3 billion or 120% of the market capitalization of the largest company included in the Russell 2000® Index. The fund typically invests most of its assets in securities of U.S. companies but may also invest any portion of its assets in foreign securities.
Fees are Above Average compared to funds in the same category.
RS Small Cap Growth Fund has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.