2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#85 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 18.11 percent over the past year, 10.33 percent over the past three years, 18.61 percent over the past five years, and 5.54 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.3%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||5.5%|
The investment seeks maximum capital appreciation. The Portfolio seeks investments that will increase in value. It normally invests at least 80% of its investable assets in common stocks of small companies. Small companies are those companies with market capitalizations comparable to those in the Russell 2000 Growth Index. As of December 31, 2012, the Russell 2000 Growth Index median market capitalization was approximately $602 million, and the largest company by market capitalization was $4.664 billion. Market capitalization is measured at the time of purchase.
Fees are Above Average compared to funds in the same category.
Target Small Capitalization Growth Fund has an expense ratio of 0.88 percent.
Risk is Average compared to funds in the same category according to Morningstar.