4 / 5 Stars
3 1 4 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 16.76 percent over the past year, 13.75 percent over the past three years, and 7.68 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||11.6%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||7.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund pursues long-term capital appreciation in the small capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500® Index. It invests at least 80% of its assets in common stocks of small capitalization companies. The fund's subadviser considers small 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. Generally, it invests in approximately 20 to 35 securities at any given time.
Fees are High compared to funds in the same category.
Virtus Quality Small-Cap Fund has an expense ratio of 2.17 percent.
Risk is Low compared to funds in the same category according to Morningstar.