1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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 16.55 percent over the past year, 4.45 percent over the past three years, 22.10 percent over the past five years, and 2.79 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||2.8%|
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of companies that the investment adviser of the fund, believes have good prospects for superior earnings growth. It invests at least 80% of its assets in small capitalization companies that the Adviser believes may have higher growth rates than larger companies. The fund currently invests a significant portion of its total assets in technology companies and in companies engaged in the development, production and distribution of health care products and services.
Fees are High compared to funds in the same category.
Stonebridge Small-Cap Growth Fund has an expense ratio of 3.86 percent.
Risk is High compared to funds in the same category according to Morningstar.