5 / 5 Stars
5 5 4 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 20.38 percent over the past year, and 18.09 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||18.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in value oriented common stocks of small-sized U.S. companies similar in size, at the time of purchase, to those within the Russell 2000® Value Index. The Adviser uses a disciplined investment process that identifies companies that it believes have good value relative to their assets, sustainable cash flow, acceptable levels of debt, and potential for improving their business fundamentals.
Fees are Low compared to funds in the same category.
BMO Small-Cap Value Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.