4 / 5 Stars
3 3 4 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#66 in Small Growth
U.S. News evaluated 213 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 7.77 percent over the past year, 12.94 percent over the past three years, 9.48 percent over the past five years, and 9.00 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.8%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||9.5%|
|10 Years (Annualized)||9.0%|
The investment seeks long-term capital appreciation, with dividend income as a secondary consideration. 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® Index.
Fees are Above Average compared to funds in the same category.
Virtus Small-Cap Core Fund has an expense ratio of 1.34 percent.
Risk is Low compared to funds in the same category according to Morningstar.