4 / 5 Stars
5 5 3 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 117 Small Value 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 25.74 percent over the past year, and 14.63 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small market capitalization U.S. companies. These companies have market capitalizations similar to the market capitalizations of the companies in the Russell 2000® Index at the time of investment. The fund may also invest in real estate investment trusts ("REITs") and master limited partnerships ("MLPs").
Fees are High compared to funds in the same category.
American Beacon Zebra Small Cap Equity Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.