3 / 5 Stars
3 4 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#41 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 31.62 percent over the past year, 16.15 percent over the past three years, 24.09 percent over the past five years, and 8.53 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||8.5%|
The investment seeks to provide long-term capital appreciation. The fund invests mainly in the stocks of small companies. These companies tend to be unseasoned but are considered by the fund's advisors to have superior growth potential. Also, these companies often provide little or no dividend income. It uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard Explorer Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.