Adirondack Small Cap Fund

Class No Load (ADKSX)
Scorecard
4 / 5 Stars
Lipper
4 4 3 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#7 in Small Value

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.20 percent over the past year, 14.86 percent over the past three years, and 22.15 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 1.8%
1 Year 26.2%
3 Years (Annualized) 14.9%
5 Years (Annualized) 22.2%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the fund's investment advisor. Small capitalization companies are defined by the investment advisor as companies with market capitalizations of less than $3 billion at acquisition. Under normal circumstances, at least 80% of the fund's total assets will be invested in common stocks of small capitalization companies. The fund may invest up to 15% of its total assets in sponsored American Depositary Receipts ("ADRs") issued by foreign companies.

Fees

Fees are Low compared to funds in the same category.
Adirondack Small Cap Fund has an expense ratio of 1.41 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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