| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
1
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#77 in Small Value
U.S. News evaluated 113 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 28.65 percent over the past year, 4.07 percent over the past three years, and 11.32 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.9% |
| 1 Year | 28.7% |
| 3 Years (Annualized) | 4.1% |
| 5 Years (Annualized) | 11.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of domestic issuers. It may invest in companies of any market capitalization but has a concentration in smaller capitalization stocks. The fund seeks to invest in companies with the potential to earn high returns on invested capital while still generating a strong earnings yield. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Catalyst Value Fund has an expense ratio of 1.55 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
