| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
3
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#24 in Small Growth
U.S. News evaluated 213 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.32 percent over the past year, 13.48 percent over the past three years, 4.74 percent over the past five years, and 9.42 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.8% |
| 1 Year | 19.3% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | 4.7% |
| 10 Years (Annualized) | 9.4% |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities of small cap companies located anywhere in the United States. The equity securities in which it invests include common stocks, depositary receipts, preferred stocks, convertible securities, warrants and other rights, and real estate investment trusts ("REITs"). The fund will invest primarily in securities of U.S. companies, but may invest up to 10% of the portfolio in foreign companies, including those located in developing countries or emerging markets; American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").
Fees
Fees are Above Average compared to funds in the same category.
Scout Small Cap Fund has an expense ratio of 1.12 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
