4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 15.85 percent over the past year, 12.03 percent over the past three years, 7.23 percent over the past five years, and 10.70 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.8%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||7.2%|
|10 Years (Annualized)||10.7%|
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 are Above Average compared to funds in the same category.
Wanger USA has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.