4 / 5 Stars
5 5 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#10 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 26.42 percent over the past year, 16.55 percent over the past three years, 24.24 percent over the past five years, and 9.12 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||24.2%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of US small capitalization companies. Small capitalization companies are those companies with market capitalizations of less than $3 billion. Investments in equity securities may include common stock and preferred stock. The fund may invest up to 20% of its net assets in foreign securities. It may, but is not required to, use exchange-traded or over-the-counter derivative instrument.
Fees are Above Average compared to funds in the same category.
UBS U.S. Small Capitalization Growth Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.