| Scorecard |
|---|
|
4 / 5 Stars
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|
Lipper
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|
|
Zacks Investment Research
3
(Hold)
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|
Standard & Poor's
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TheStreet.com
C-
(Hold)
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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 26.54 percent over the past year, 16.57 percent over the past three years, 7.05 percent over the past five years, and 10.09 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 26.5% |
| 3 Years (Annualized) | 16.6% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 10.1% |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. companies. It invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations under $5 billion at the time of investment. The fund may invest in other companies with market capitalizations above $5 billion, provided that immediately after that investment a majority of its net assets would be invested in companies with market capitalizations under $5 billion.
Fees
Fees are High compared to funds in the same category.
Wanger USA has an expense ratio of 0.96 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
