1 / 5 Stars
1 1 1 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 40.52 percent over the past year, 3.46 percent over the past three years, and 21.43 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in small-cap stocks defined as stocks of companies with less than $4 billion in market capitalization. It seeks to achieve its investment objective by investing primarily in common stocks of small capitalization U.S. companies. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Catalyst Small Cap Insider Buying Fund has an expense ratio of 2.30 percent.
Risk is High compared to funds in the same category according to Morningstar.