Consulting Group Small Capitalization Value Equity

Class No Load (TSVUX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#6 in Small Value

U.S. News evaluated 119 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 21.29 percent over the past year, 13.39 percent over the past three years, 26.92 percent over the past five years, and 11.17 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.8%
1 Year 21.3%
3 Years (Annualized) 13.4%
5 Years (Annualized) 26.9%
10 Years (Annualized) 11.2%

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Summary

The investment seeks above-average capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of small capitalization (or "cap") companies or in other investments with similar economic characteristics. The fund defines small cap companies as companies with market caps not exceeding $3 billion or the highest month-end market cap value of any stock in the Russell 2000® Value Index for the previous 12 months, whichever is greater. The fund may invest up to 10% of its assets in foreign securities, including emerging markets securities.

Fees

Fees are Low compared to funds in the same category.
Consulting Group Small Capitalization Value Equity has an expense ratio of 0.99 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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