4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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 45.07 percent over the past year, 16.19 percent over the past three years, and 29.33 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||29.3%|
|10 Years (Annualized)||N/A|
The investment seeks capital growth. The fund normally invests at least 80% of its net assets in small-capitalization companies. The fund managers consider a company to be a small-capitalization company if its market capitalization, at the time of purchase, is equal to or less than the market capitalization of the largest company in the Russell 2000® Index during the most recent 12-month period. The fund typically invests most of its assets in securities of U.S. companies but may also invest a portion of its assets in foreign securities (up to 10% of net assets).
Fees are Above Average compared to funds in the same category.
VALIC Company I Small Cap Aggressive Growth Fund has an expense ratio of 0.99 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.