3 / 5 Stars
2 2 3 4 2
Zacks Investment Research
Standard & Poor's
2 / 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 22.94 percent over the past year, 12.10 percent over the past three years, and 23.48 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of small and mid cap companies (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500® Index) and in shares of other small and mid cap funds. It invests in either "growth" stocks or "value" stocks or both. The fund invests in domestic and foreign issuers. It allocates assets among underlying funds and sub-advisers to achieve portfolio characteristics similar to those of the Russell 2500® Index.
Fees are Average compared to funds in the same category.
Strategic Advisers® Small-Mid Cap Fund has an expense ratio of 0.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.