3 / 5 Stars
4 4 3 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#46 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 24.32 percent over the past year, 14.17 percent over the past three years, 20.81 percent over the past five years, and 9.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.4%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term capital growth on an after-tax basis. The fund invests under normal circumstances, 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. The fund defines medium and small capitalization stocks as stocks of those companies represented by the Russell 2500™ Index or within the capitalization range of the Russell 2500™ Index.
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.