CM Advisors Small Cap Value Fund

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.

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Performance

The fund has returned 19.30 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year 19.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small capitalization companies ("small cap") that the Advisor believes are undervalued. Under normal circumstances, at least 80% of the Small Cap Value Fund's net assets (including the amount of any borrowings for investment purposes) will be invested in small cap equity securities, which may include shares of other registered investment companies ("RICs"), such as exchange traded funds ("ETFs"), that invest primarily in small cap equity securities. The fund typically invests in common stocks, although it may also invest in other equity securities.

Fees

Fees are Low compared to funds in the same category.
CM Advisors Small Cap Value Fund has an expense ratio of 2.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top CM Advisors Funds