| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#40 in Small Growth
U.S. News evaluated 216 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 30.50 percent over the past year, 17.61 percent over the past three years, 7.35 percent over the past five years, and 9.53 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.7% |
| 1 Year | 30.5% |
| 3 Years (Annualized) | 17.6% |
| 5 Years (Annualized) | 7.4% |
| 10 Years (Annualized) | 9.5% |
Summary
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
Fees are Above Average compared to funds in the same category.
Vanguard Explorer Fund has an expense ratio of 0.49 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-06-11
