Advisory Research Small Company Opportunities Fund

Class Other (ADVSX)

U.S. News evaluated 118 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

Trailing Returns Updated 02.28.2014
Year to date -3.5%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small and micro cap companies. The fund's managers consider small and micro cap companies to be companies with market capitalizations within the ranges of those companies included in the Russell 2000 Index and the Russell Microcap® Index at the time of purchase. The fund is non-diversified.