5 / 5 Stars
4 5 4 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#18 in Small Growth
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 33.95 percent over the past year, 16.89 percent over the past three years, 27.58 percent over the past five years, and 11.97 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||27.6%|
|10 Years (Annualized)||12.0%|
The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It typically invests in common and preferred stocks of U.S. small-capitalization companies. The subadvisor generally considers a company to be a "small-capitalization" company if, at the time of purchase, the market capitalization is below $3 billion or otherwise within the range of capitalizations of companies in the Russell 2000® Index.
Fees are Above Average compared to funds in the same category.
TimesSquare Small Cap Growth Fund has an expense ratio of 1.03 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.