2 / 5 Stars
1 1 5 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#45 in Small Value
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 6.38 percent over the past year, and 7.52 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.9%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term total return. Under normal circumstances, the fund typically invests in smaller cap companies with market capitalizations between $100 million and $5 billion at the time of acquisition. Its equity investments consist primarily of common stock but may also include other types of equity such as preferred stock, convertible securities, foreign securities and real estate investment trusts ("REITs").
Fees are High compared to funds in the same category.
ASTON/River Road Independent Value Fund has an expense ratio of 1.41 percent.
Risk is Low compared to funds in the same category according to Morningstar.