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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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 13.42 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.3% |
| 1 Year | 13.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small capitalization companies that the Advisor believes are undervalued. It invests at least 80% of net assets (including the amount of any borrowings for investment purposes) in small cap equity securities, which may include shares of other registered investment companies ("RICs"), such as ETFs, that invest primarily in small cap equity securities. The fund invests up to 20% of its net assets in other equity securities, fixed income securities or cash or cash equivalents when the Advisor believes they offer more attractive opportunities.
Fees
Fees are Low compared to funds in the same category.
CM Advisors Small Cap Value Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
