3 / 5 Stars
3 3 3 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#97 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 32.40 percent over the past year, 14.95 percent over the past three years, 27.32 percent over the past five years, and 9.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||27.3%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term capital growth on an after-tax basis. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in medium and small capitalization companies economically tied to the U.S. It invests principally in common stocks of medium and small capitalization U.S. companies. It seeks to realize capital growth while considering shareholder tax consequences arising from the fund's portfolio management activities. The fund typically buys stocks with the intention of holding them long enough to qualify for long-term capital gains tax treatment.
Fees are Above Average compared to funds in the same category.
Russell Tax-Managed U.S. Mid & Small Cap Fund has an expense ratio of 1.53 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.