CornerCap Small Cap Value Fund

Class No Load (CSCVX)
Scorecard
3 / 5 Stars
Lipper
3 3 2 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#40 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 33.18 percent over the past year, 12.98 percent over the past three years, 27.29 percent over the past five years, and 7.82 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.7%
1 Year 33.2%
3 Years (Annualized) 13.0%
5 Years (Annualized) 27.3%
10 Years (Annualized) 7.8%

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Summary

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

Fees are Low compared to funds in the same category.
CornerCap Small Cap Value Fund has an expense ratio of 1.30 percent.

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Risk

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

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