2 / 5 Stars
2 1 3 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#98 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 21.39 percent over the past year, 10.95 percent over the past three years, and 18.54 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. Its subadviser considers small market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 2000® Value Index. The fund invests in a select group of small market capitalization value companies believed to be undervalued relative to their future growth potential.
Fees are Above Average compared to funds in the same category.
Virtus Quality Small-Cap Fund has an expense ratio of 1.32 percent.
Risk is Low compared to funds in the same category according to Morningstar.