3 / 5 Stars
3 3 2 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#34 in Small Value
U.S. News evaluated 117 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 31.62 percent over the past year, 12.71 percent over the past three years, 25.77 percent over the past five years, and 7.38 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.1%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital appreciation with a secondary objective of generating income from dividends or interest on securities. The fund normally invests more than 80% of its net assets (determined at the time of investment based on net assets, including borrowings for investment, if any) in equity securities of small-cap U.S. companies (defined by the Adviser as stocks with a market capitalization of under $2 billion).
Fees are High compared to funds in the same category.
CornerCap Small Cap Value Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.