Timberline Small Cap Growth Fund

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.

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Performance

The fund has returned 37.96 percent over the past year, 14.22 percent over the past three years, and 29.09 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 5.1%
1 Year 38.0%
3 Years (Annualized) 14.2%
5 Years (Annualized) 29.1%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in a diversified portfolio of equity securities of small capitalization U.S. companies. The Adviser considers small capitalization companies to be those with market capitalizations within the range of the market capitalization of companies in the Russell 2000® Index.

Fees

Fees are Above Average compared to funds in the same category.
Timberline Small Cap Growth Fund has an expense ratio of 1.48 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Timberline Asset Management LLC Funds